RETIREMENT PLANNING

DON’T LEAVE RETIREMENT TO CHANCE

EFS Advisors® has decades of experience formulating personalized, realistic retirement projections based on the your specific situation. We evaluate your current plan, including reviewing your assets, income, expected Social Security benefits, taxes, pension benefits (if applicable), and rates of return. A key part of any retirement plan is the correct distribution of accumulated assets.

We help you plan for this critical transition period and work with you as you adjust to retirement.
Will I have enough to retire?
What will be my monthly spending budget in retirement?
Will I run out of money if I live longer than expected?

It is never too early to begin planning for your retirement or evaluate how you’re progressing. Our advisors can help you understand your retirement plan and how to maximize its potential to help achieve your financial goals.

RETIREMENT PLANNING FOR EDUCATORS

We understand that as educators, you face unique financial concerns when it comes to your retirement. Our advisors have the knowledge and experience needed to help you address some of the main concerns we see educators face when it comes to retirement.

1. Understanding Your 403(b) Plan

2. Your Pensions Plan Benefits

3. Social Security Benefit Eligibility

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UNDERSTAND YOUR PLAN OPTIONS

Work with one of our advisors to understand your personal and business retirement plan options to create a strategy that fits your goals.

Deferred Compensation Plans:

401 (A)
457

Employer plans:

401(k)
403(b)
SEP IRA
SIMPLE IRA

We will help you familiarize yourself with the different options available so that you can choose the retirement account that’s best for your unique situation.

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