Teachers

Creating & Managing Wealth representatives have been helping teachers retire for over 20 years now. Our representatives offer a variety of ways for you to increase your knowledge in the various factors affecting your retirement.

Individual Sessions

An informed decision is the best decision there is. This is why we recommend you meet with a financial representative to look at your personal situation when planning for retirement. At Creating & Managing Wealth, our representatives offer free consultations that involve a complete analysis of your financial situation. They take into account your current investments, current cash flow, and tax situation when making recommendations. After the session you will leave with a list of recommendations, a complete financial snapshot, and the ability to make an informed decision based on your individual situation.

Seminars and Consulting

We provide seminars for school employees on retirement plans, and we will explain the options in plain English. The paperwork and the entire process to retire can be complicated and overwhelming. Our representatives are familiar with not only the paperwork but the options available and relevant to educators. Seminars can range anywhere from five minutes to two hours.

Seminar Topics

  • Texas Retirement System (TRS) Seminar
  • Gaining Control of Your Benefits
  • Developing a Spending Plan
  • Retirement & You
  • Tax Sheltered Annuities
  • Controlling Credit
  • Life Insurance
  • Mutual Funds 101

Contact Us to make arrangements for a Creating & Managing Wealth representative to sit down with you individual or to schedule a seminar.

Teachers

 

Advisory services offered through Lincoln Investment or Capital Analysts Registered Investment Advisors.  Securities offered through Lincoln Investment, Broker Dealer, Member FINRA/SIPC. www.finra.org, www.sipc.org, www.lincolninvestment.com Creating and Managing Wealth, LLC and the above companies are independent, and non-affiliated.

This site has been prepared solely for information purposes and is not intended to be a solicitation, offer or sale of securities products or investment advisory services to anyone who resides outside the United States. Lincoln Investment and Capital Analysts are registered as investment advisors with the U.S. Securities and Exchange Commission and Lincoln Investment is registered as a broker/dealer in all 50 states. Lincoln Investment and Capital Analysts and its Financial Representatives may only transact business in a particular state if first registered and only after complying with registration requirements.