We are pleased to offer retirement planning products and services to employees of the Effingham, Bryan, and Bulloch County Boards of Education. We partner with PenServ and VOYA Financial Group to offer 403b and 457 programs. We also counsel with educators regarding their Teacher Retirement of Georgia pension. Please call or email Evan, and we will be glad to schedule a time to meet with you. We are deeply committed to our school system, and it has been a privilege to serve the educators of our community for the past 25 years.
(912) 295-2222 ext 5
Evan is a Financial Advisor 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?
457/403b: 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 rather we contact you to set up a time to meet? Please fill out the form below. Just provide the method of contact you prefer and questions you may have in the comments section, and we'll contact you to set up an appointment.