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Educators & Administrators

Financial Planning for Educators and Administrators in New York. 

Client Centered

Teachers and administrators are no strangers to careful planning. The experienced financial professionals at Mountain View Strategic Wealth know that a comfortable retirement takes careful planning…and a little TLC or Total Life Compass.

Using our Total Life Compass (TLC), whether you are just starting your career or readying to retire, our team works to help you maximize your options, including:

  • your benefits from the New York State Teachers Retirement System
  • your 403(b) savings plans
  • additional benefits packages

From understanding the current rules governing your plans to determining the best time to retire for maximum results, we pride ourselves on our personalized wealth strategies for you as an educator, as well as your spouse, partner, and family members impacted by your financial future.

Preparation is the Key to Retirement

The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
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