Your staff do critical work. Support them with unique benefits to help them flourish.

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Ways I work with schools & non-profits:

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Retirement Plan Advising: I help schools provide their teachers with the retirement plan they deserve.  

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1-1 Financial Planning: I provide personalized financial advice to employees in a private setting.

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Workshops: I provide on-site workshops to your employees on a variety of financial topics.

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                         Sound like you?