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Helping Educators Navigate: 403(b)/457(b) Retirement Plan Investing, TRS Planning (early retirement & survivor options), Life Insurance Planning, and Wealth Management

We are pleased to offer investment/retirement planning products and services to employees of the Effingham, Bryan, and Bulloch County Boards of Education. We partner with PenServ, Aspire and VOYA Financial Group to offer 403(b) and 457(b) plans and other investment/retirement accounts. We also serve educators in all phases of their career and counsel with our clients regarding their Teacher Retirement System of Georgia pension plan. Please call or email Evan, and we will be glad to schedule a time to meet with you regarding your specific needs. We are deeply committed to the educators of our local school systems, and it has been a privilege to serve them for the last 30 years.  


Effingham
Bryan
Bulloch
R. Evan Fears, CFP®

R. Evan Fears, CFP®

evan@vision-ga.com

(912) 295-2222 ext 3


Evan is a Certified Financial Planner™ specializing in investments, insurance, and retirement planning. Evan's passion for helping educators comes from his mother, Wendy, who was a long time educator in Effingham County. He is committed to helping you reach your long term financial goals and prepare for retirement.


TRS: Who covers the cost? What is my benefit? Will it be enough?

403(b)/457(b): Tax advantaged accounts for retirement.

Life Insurance Planning: What happens if I don’t make it to retirement? What happens if I do?

Life Events: Financial Planning is about more than retirement. What other goals do you have?

Questions? Call us.

Would you prefer we contact you to set up a time to meet? Please fill out the form below. Just provide the method of contact you wish to use and questions you may have in the comments section, and we'll contact you to set up an appointment.

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