If you’re like most teachers, it’s probably been a while since you’ve increased your contributions into your 403(b)/TSA Retirement plan.
If this is true for you, give me a call or shoot me an email, and I’ll be happy to send you the forms you need…. whether or not you’re a client, I would be happy to do this free of charge for you!
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If you are a current client of mine, and you’d like to also meet to review your accounts, I would be happy to do so.
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If you’re not a current client, and you’d like to make sure you’re in the right investments for you, feel free to contact me and we can do a quick review of your accounts. There is no charge for an initial consultation. I simply educate and inform you on all your options. If you choose to work with me after that… great! If not, that’s fine too… I may cry a little after you leave though… but I’ll be okay 🙂