EDUCATORS & PUBLIC EMPLOYEES RETIREMENT PLAN REVIEW

Ensure Your Retirement is on the Right Track

Maximize your retirement benefits with a personalized plan review tailored to educators and public employees. Take our quick retirement quiz today and receive a $25 restaurant gift card as a thank-you! Secure your financial future now.

What We Offer

Personalized Retirement Plan Review: Gain clarity on your pension, 403(b), or other benefits.
Identify Gaps: Understand if your current plan is sufficient to meet your long-term goals.
Expert Advice: Our team specializes in plans for educators and public employees, ensuring tailored recommendations.

Why Review Your Plan Now?

Life changes like career milestones or financial needs can impact your retirement strategy. Address potential shortfalls early to avoid future challenges. Maximize the benefits available to you under your current plan.

Take Action Today

Schedule your free retirement plan review to ensure you’re on the path to financial security. Did you know you’ll need roughly 80% of your current income to maintain your lifestyle after retiring? Where will you stand when your career ends?

Congratulations! You’ve been selected to receive a complimentary restaurant certificate—no purchase necessary. A professional advisor will be reaching out to schedule a brief meeting at your convenience. During this meeting, they will personally deliver your certificate and share valuable insights tailored to your financial goals. This is a no-obligation opportunity to enjoy a great meal while gaining helpful financial guidance. We look forward to connecting with you soon!

Exclusive Dining Certificate – Delivered Personally by Your Advisor

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Retirement Quiz

Take our quick retirement quiz & receive a $25 restaurant gift card as a thank-you! * There is no obligation to purchase*

A. How will the changes in The State Retirement System affect me?

B. How much will i receive from my state retirement plan?

C. How much can i contribute to TSA-403 (b) plan and how will it affect my take home pay?

D. How can i buy back service credits using my existing accounts

E. How can I plan for Health Cate Needs in Retirement

F. How can i planning for Special Needs Children

G. How does my current plan's performance compare with other plans?

H. Would you like an analysis performed which will show you how much you will have from all sources when you retire? (403(b), 401(k) STRS/PERS/SERS, Personal SAvings, IRA Etc)?

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A&M Financial Group, INC

Advisory Services offered through AMFG Wealth Management LLC, a Registered Investment Advisor