Seamlessly integrate very piece of your financial picture
Tax & Financial Services for California Teachers
An integrated approach to helping California Teachers and your families to succeed financially
Smart
Tax Service
A la carte tax service with ability to add other service
Retirement Planning
We'll help you prepare for your retirement today by creating a well-rounded strategy.
Financial Guidance
Your financial situation is unique. We can help address your specific financial needs.
Welcome to teachers School
As an educator, we don’t take the time to access nor review our “Retirement Progress Report” from CalSTRS. Often we forget to update our beneficiary designations. Perhaps, you already retired and need to change tax withholding or print out a 1099-R for tax filing. As your fellow educators, we know how to do all of this and can assist
Popular Classes
- Our Programs -
403(b) Plan
Open Class : 08:00am – 10:00am
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.
CalSTRS
Open Class : 08:00am – 10:00am
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.
IRA/Roth
Open Class : 08:00am – 10:00am
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.
Why Choose Us
Provide by Educators for Educators
We are educators who got cross-trained in the financial fields to provide quality financial services to our colleagues.
- We are educators like you.
- We know your retirement plans because we have one too.
- Integration your tax and your finances.
- Our Gallery -
Meet Our Educator Representatives
-
Tax and financial service pictures
-
Tax and financial service pictures
-
Tax and financial service pictures
-
Tax and financial service pictures
-
Tax and financial service pictures
-
Tax and financial service pictures
- Our Events -
Don't Miss Our Event
- Our Testimonials -
What Clients Say on Social Media
Let's join the educator financial firm now!
We would love to connect with you.