The financial management process at Educators Retirement Services begins with an in-depth evaluation of your current financial situation. Once we`ve established your overall objectives, we`ll focus on your specific goals.

With changing economic conditions and market swings, we advocate investing sensibly over the long run. We work with you side by side so that you`re confident in and comfortable with the financial suggestions we make.

Some of the services we offer:

1. STRS Option Projection
2. Tax-Sheltered Mutual Funds 403b-7*
3. Over 45 Mutual Funds families and over 50 Insurance Companies*
4. College Funding
5. Tax Management**
6. Investment Planning
7. Retirement Planning
8. Estate Conservation
9. Risk Management**
10. Charitable Giving