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For Educators and Administrators

Providing Tools & Strategies for Educators since 1987

Ken chose to help Educators & Administrators because he found that often their state pension and 403(b) investment allocations were not in-line with their risk appetite or goals and he helps them solve those problems.

We work with Educators & Administrators, School District Employees and Public Employees who are pension system members. Each group belongs to a specific pension system:

  • Washington State Teachers Retirement System (TRS)
  • Washington State School Employees Retirement System (SERS)
  • Washington State Public Employees Retirement System (PERS)


Due to the experience and knowledge we have in understanding the Washington State Retirement System, we are a valuable resource to pension system members. Please let us know if you would like to schedule a time to connect.  CONTACT US


The Educate the Educators Workshop Series ™

The Educate the Educators Workshop Series ™

Our Educate the Educators Workshop Series ™ has been specifically designed to focus on the needs of Educator's, Administrator's and their families and efficiently delivers relevant and updated information in an easy to understand manner. Our topics include:

“Am I on Track to Retire?”

“Maximizing Plan 3 Benefits”

“5-Year Pre-Retirement Preparation”

“The Big Three: Social Security, Medicare and Long-Term Care”

Event Registration

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