For several decades, we have been serving school districts and education professionals in the greater Sacramento community. We help school districts implement and manage 403(b), 457, Section 125 plans, and group and supplemental insurance plans. We provide comprehensive and personalized financial and investment services to education professionals.
Maintaining a healthy lifestyle can help you reduce health-related expenses-and avoid time in the recovery room. You taught them how to read and how to ride a bike, but have you taught your children how to manage money? Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Maintaining a healthy lifestyle can help you reduce health-related expenses-and avoid time in the recovery room. You taught them how to read and how to ride a bike, but have you taught your children how to manage money? Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Services
Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that's designed to address your individual situation. From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming.
Education professionals and teachers have unique financial needs. As educators, they often seek a financial advisor who can share insights into the unique opportunities available to their profession rather than merely help them make decisions about their 403(b). They want to plan for a comfortable retirement but often lack the time.
Everything we do is with our clients' best interests in mind. We are passionate about helping our clients pursue their retirement dreams. Providing frequent communication, building long-lasting relationships based on trust, and offering support and advice whenever needed, we want our clients to know that we are focused on serving their needs, not making sales.
At School Benefit Services, we understand that education professionals want to ensure they are making the most of their savings and benefits. They want to feel comfortable in their financial future and be able to retire comfortably on schedule. Our goal is to help teachers understand their financial opportunities and how to pursue their goals.
Manage personal affairs while you're alive and control the distribution of wealth upon your death. A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events. Create an investment strategy that's designed to pursue your risk tolerance, time horizon, and goals.
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