Educators and District Employees
Claim Your Complimentary Consultation With a Financial Professional
Plan with Pacific Way
Our advisors specialize in NEA Retirement for educators. With over 30 years of combined experience working with educators, we have a vast knowledge of pension planning & 403b supplemental programs.
30+ years of experience
NEA Partner
403b program knowledge
Retirement Planning: What You Need To know
As an educator, retirement planning can be one of your most important financial decisions. It is never too early or late to start planning for your future. Retirement planning can be utilized to better your chances of entering retirement with enough money to live comfortably.
Retirement plans, such as NEA programs and 403b plans specifically designed for educators, can be difficult to navigate. These plans offer unique advantages and tax benefits that can help you save money for retirement. To fully understand the rules and regulations surrounding these plans, working with an experienced financial professional specializing in retirement planning for educators is recommended.
Regarding retirement planning, educators should consider their retirement goals and determine the sacrifices they must make to achieve them. This can be a challenging process, but resources are available to help. Many school districts offer retirement planning services to their employees; however, they are typically more general and miss out on tuning these plans to the individual.
At Pacific Way Wealth Management, we understand educators' unique retirement planning challenges. We can help you navigate the complex landscape of retirement plans for educators, including NEA programs and 403b plans. Our experienced financial professionals can work with you to develop personalized retirement and investment plans that align with your specific needs and goals.
Pacific Way Wealth Management understands the guidance and support educators need to make informed retirement planning decisions. Contact us today for a Free Consultation.
Why Work With Us?
"We've helped hundreds of teachers over 30 years of working in finance and have set countless on a path to financially-equipped retirements."
Get your Free Retirement Consultation
"[A] study estimates that 81 percent of teachers [who] start working at age 25 will fail to qualify for adequate retirement benefits under a typical... pension plan."
If you want to:
Enter retirement with more confidence.
Simplify pension planning & social security.
Utilize wealth-building financial strategies.
Pass on more to your family.
The process of working with us
Take a look at what it's like
Step 1
Meet With Us
You'll work one-on-one to create a plan tailored to you. You will detail your current financial life and discuss where you want to be.
Step 2
Develop Your Plan
After your meeting, our team will create a customized financial plan. This plan will account for what we discussed in the meeting and be tailored to your needs.
Step 3
Update Your Plan
After we deliver your plan, we will meet periodically. This is where we make updates, account for life events, and discuss any uncertainties.
The Benefits of Utilizing retirement planning
Learn wealth-building strategies
Plan your retirement
Build a legacy
"The personalized program that we can provide is a roadmap to working toward a more secure financial future."
-James Edleman; Founder
You're only one step away
From a more predictable retirement
Let's Talk!
Schedule your FREE financial consultation.
The information being provided is strict as a courtesy. When you link to any of the websites provided here, you are leaving this website. We do not represent the completeness or accuracy of the information provided on these websites. Nor is the company liable for any direct or indirect technical or system issues or consequences arising from your access to or using third-party technologies, websites, information, and programs made available through this website. When you access one of these websites, you are leaving our website and assume total responsibility and risk for using the website you are linking to.
Current clients of Pacific Way Wealth Management provided testimonials. Clients were not compensated, nor were there material conflicts of interest that would affect the testimonials. These testimonials may not be representative of the experience of other clients and do not provide a guarantee of future performance success or similar services.
Pacific Way Wealth Management compensated the promoter/influencer of this endorsement, and that compensation may have included free or discounted planning services. The endorsement does not guarantee the same or similar experience.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes the use of by individuals who successfully complete the CFP Board initial and ongoing certification requirements.
Securities and Advisory Services are Offered through GWN Securities, Inc., a Registered Investment Advisor. Member FINRA /SIPC
11440 N Jog Road
Palm Beach Gardens, FL 33418
(561) 472-2700. Pacific Way Wealth Management & GWN Securities, Inc. are non-affiliated companies.
© 2025 pacificwaywealthmanagement.com All rights reserved.
Powered by CommQuality
