Retirement shouldn't be a source of anxiety, but a chapter filled with possibilities. At Retirement Educators, we understand that many people feel lost when it comes to planning their financial future. That's why we're here to provide clear, actionable education and guidance, empowering you to take control and build the retirement you've always dreamed of.

Whether you're a teacher, business owner, healthcare professional, military member, federal employee, or simply seeking financial clarity, we're dedicated to helping you navigate the complexities of retirement planning. Start your journey to a confident retirement today.

Who do we Help?

We have expertise in each of these 8 markets.

Teachers

Educators, Admin and Support Staff in all Public & Private Schools

Businesses

LLC or Corporations with 1-500 Employees

Entrepreneurs

All 1099 self-employed ex. Agents, Brokers, Service Workers 

Healthcare

Nurses, Doctors, Therapists, Healthcare Administration and all other clinical and support staff

Military

All armed forces from the Army, Marine Corps, Navy, Air Force, Space Force, and the Coast Guard both active and veteran service members

Federal

All federal civil service civilian workforce in the U.S. federal government's departments and agencies.

Athletes

Professional, Amateur and Student division athletes of all sports

Employees

Any employee who is a contributor to Social Security in the private sector

$40%

 Percentage of Americans aged
55-64 with no retirement savings

$50%

Percentage of adults aged 50-64 who say they are behind schedule for retirement savings

$141,542

Median retirement savings for households aged 56-61

$296,000

Estimated average total healthcare costs for a couple retiring at age 65

$6,734

Average credit card debt for Americans aged 65 and older

$20,000 

Median annual Social Security benefits for individuals in 2023

$85%

Maximum percentage of Social Security benefits that can be subject to federal income tax for high-income retirees

25%-37%

Typical range of federal income tax rates on withdrawals from traditional 401(k)s and IRAs, depending on income bracket

Redefining Retirement:
It's About Living!

Forget the rocking chair. Today's retirement is about living a vibrant, fulfilling life on your own terms. It's not about age; it's about financial freedom. It's about having the resources to pursue your passions, whether that's at 50, 65, or any age in between. At Retirement Educators, we help you create a plan to live your best life, without financial worry, and embrace a productive, purpose-driven future.

Beyond Education: 
Actionable Solutions

Financial education is powerful, but it's only the first step. At Retirement Educators, we go further. We provide empowering education coupled with the expertise of licensed financial professionals. This ensures you not only understand your options, but also have access to the best financial products to build a concrete retirement plan. We turn knowledge into action, securing your future with real, implementable solutions.

Testimonials

 Jennifer P.

High School Educator

"As a high school teacher, I was overwhelmed by the complexities of my pension and 403(b) options. Sarah M. from Retirement Educators patiently explained everything and helped me create a plan that fits my budget. Now, I feel confident about my retirement, and I'm focused on what matters: my students."

Michael B.

Small Business Owner

"Running a small business leaves little time for retirement planning. Retirement Educators provided invaluable guidance for my employees and me. They simplified the options, helped us set up an Executive Bonus Plan for me and my business partner, and gave us peace of mind. Their expertise is a must-have for any business owner." 

David L.

Freelance Consultant

"Being self-employed, I knew I needed to plan for retirement, but I didn't know where to start. Retirement Educators helped me understand my options, set up a SEP IRA and an IUL with living benefits, and create a realistic plan. It’s just what I need with my budget. Their personalized advice was exactly what I needed."

Emily R.

Registered Nurse

“As a nurse, my schedule is unpredictable. Retirement Educators was incredibly flexible, meeting with my husband and me via Zoom on a weekend. They helped us understand our options and create a solid retirement plan. I finally feel like I have a handle on my financial future."

Robert T.

Veteran

"Transitioning from active duty to civilian life was challenging, especially regarding retirement. Retirement Educators helped me navigate my military benefits and create a plan that works for my family. Their expertise with military retirement systems was invaluable."

Karen S.

Federal Employee

“Navigating the FERS system seemed impossible. Retirement Educators simplified everything and helped me understand my options. They provided clear, actionable advice that gave me confidence in my retirement planning."

Antonio G.

Professional Athlete

"As a professional athlete, my career could change at any moment. Retirement Educators helped me create a financial plan that was flexible and took into account the unique challenges of my profession. They helped me plan for both short term and long term goals."

 Linda W.

Business Manager

"I always thought retirement was too far away to worry about, but Retirement Educators changed my perspective. They helped me understand the importance of starting early and set up a plan that fits my budget. Now, I feel like I'm on the right track."