Our Services

Teaching Retirement Solutions, LLC, can provide the services and products educators need to maximize their financial resources and pursue their personal goals.

Our more than 20 years of experience working with educators in the K–12 community, in higher education, and in private schools means that we have the knowledge and skills required to guide teachers and help them make wise, informed decisions about their finances.

Our advisors are:

  • Independent
  • Credentialed
  • Experienced
  • Specialized

Products and services

  • Pension analysis
  • Retirement income planning
  • Investment management
  • Comprehensive financial planning
  • Insurance/Risk management
  • College funding planning
  • Educational workshops
  • Long-term care insurance

Fixed insurance products and services offered through Capital Management Partners LLC or CES Insurance Agency.

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Getting Started

Retirement Plan Advisor Profile