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.
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.
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.
- 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.