Special Planning and Retirement Services for
Public Educators and Not For Profit Organization Employees

Since 1983 our founder has maintained a specialized focus on serving the needs of employees of public schools, as well as certain religious and not for profit organizations. It has been a perfect fit. We have always respected those who choose a career of service to others and we are pleased to support these wonderfully giving people by providing services specifically developed to meet their needs. We are pleased to offer the services of leading national firms to our clients in upstate New York's public schools, hospitals, religious institutions, and not for profit agencies.

Tax Sheltered Accounts (TSA) – 403(b)(7)

Public schools and 501(c)(3) organizations may offer voluntary tax preferred retirement plans to their employees. Our clients in this community include employees of school districts, colleges, universities, hospitals and other non-profit and community-based organizations.,

Our independence enables us to cherry pick the marketplace for the most appropriate investment products to meet our client's needs. As a full-service provider, we have assembled a complete range of investment products and services that can meet the needs of any retirement plan while providing flexibility to adapt to future changes.

For more information on our TSA services please contact us . Please be sure to let us know who your employer is and whether you have an existing TSA account.

Retirement Planning Services

We have extensive experience serving clients who are educators and are extraordinarily familiar with the various concerns that face educators today. Among the various services that we have developed, is an extensive pre-retirement counseling service that fully evaluates the various options available to NYSTRS and NYSRS employees. For more information on our Pension Option Analysis and Private Pension Replacement Alternatives Strategies, please click here.

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Each of our services is offered only under a written agreement to provide the specific service selected. Such agreement or agreements shall define the scope and nature of duties accepted by our firm or firms. No agreement to provide service exists until such time as a properly executed written agreement is accepted and exercised by an authorized official of our firm or firms.

Advisory Services offered through WealthPro, LLC, Registered Investment Advisor. Securities offered through The Strategic Financial Alliance, Inc., Member NASD/SIPC. WealthPro, LLC, The Strategic Financial Alliance, Inc., and Solomon Associates^SM are independent entities and each is responsible for its own business.