Educators
Whitican Wealth Solutions is a group with a history of helping teachers understand and make the most of the benefits provided at a State and a school district or corporation level.
Here’s how we do it.
Educate
As an educator/client, Whitican Wealth Solutions will help you to make sense of the benefits you have.
We will help guide you through an initial process of confirming that existing benefit programs have up-to-date beneficiaries, that accounts are structured to maximize impact on your taxes and that programs are being properly funded. We will work with you to help you create an investment strategy that makes sense, given the market conditions, other retirement investments, your personal orientation to risk and your time to retirement.
Consolidate
We will evaluate any accounts from a former employer, inheritance, or from time spent with a previous advisor.
We will evaluate all of the accounts, and if it would be beneficial, we will help you to consolidate them based on a desire to lower costs, assist with complexity or pursue a specific goal that is not being addressed.
