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HELPING EDUCATORS

Get Simple Answers to Your  Questions.

COVID has been brutal on teachers and their students. When our partner Frank passed away, we decide to focus on giving educators the support they need to live happier, healthier, wealthier lives - and carry on his legacy. 

 Schedule Quick Chat or Policy Review

Why most teachers don't get good advice.

We've talked to, chatted with, or answered emails from over 4,000 teachers. Most are overwhelmed with the complexity of financial planning. Only about 5% have taken action and are on-track. The rest that have saved or invested have often been given bad advice or sold investment strategies that aren't appropriate. Many times they are going to retire and be broke. Here is why...

Callous Companies Create Complexity to Confuse

Are you confused about where to invest your money? It's not your fault. Big companies create complexity so you give up and just do what their salesmen suggest. They often suggest high-fee policies that result in your earning less.

Inexperienced Salesmen Incentivized to Sell Bad Policies

Because teachers don't earn a lot of money, many big companies send their least experienced sales people into schools. They are often well meaning, but only sell what their company has told them about.

Do you want clear answers to these hard questions?

WHAT TEACHERS SAY

I met with Steve wondering what would come of our conversation. Steve examined my financials including what I would possibly get from TPAF in retirement. He made several helpful suggestions and asked nothing from me, nor did he pitch me any product. I came away understanding my retirement situation more. I am always suspect of altruism but in this case, I believe it was real! :)

Beth
*Name & School withheld by request
1. How much will I earn in retirement and will there be a gap between what I get and need?

96% of teachers nsert some text here that summarises this specific benefit that they can get from getting your product. Insert some text here that summarises this specific benefit that they can get from getting your product

2. How much money did I lose or gain in the COVID-market?

Ugh! Those 403b and other investment statements are almost impossible to understand. During our video meeting we can look at yours and help make sense of them.

3. Am I paying excessive fees on my 403(b) or other polices?

This is a really difficult question. The fees are often buried in complex language in small type. Variable Annuities are notorious for this. So is your spouses 401K by the way. But, we can dig into them even though it might take a bit more time than our initial 20 minute chat.

About  [IvyWest Financial]

Use this space to show off your achievements and prove why you are the right person to be providing the services you provide.

But just after you’ve talked yourself up, make sure you end on a friendly note. You don’t want to sound intimidating, you want to sound knowledgeable and friendly.

Sam & Steve

see what other Teachers have to say

You can get help too...

5 Star Ratings (Read Reviews)

"Awesome help to Trenton educators...

Steve has been an awesome help to all educators in the Trenton School District. He is very knowledgeable and has gone beyond the call of duty to assist in every aspect of retirement planning. As my situation has changed he has always been there to help me.

Sharron Grady, Trenton

"Personable, clear and succinct...

My Meeting with Steve was just PERFECT! He was organized, professional & very personable which helped me feel quiet comfortable. He presented the information in a way that was clear and succinct, clearly detailing aspects of my pension. It was a pleasure working with Steve and thank him!

Bob MacCausland, Gloucester

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