Educators & School Employees

At Whitehouse Wealth Management, we cherish the importance that educators and school employees have on our local communities in Washington and in Oregon. Unfortunately, despite all of the effort that they put into their respective areas, a large number of educators don’t always get the financial guidance they need to be prepared for retirement. That’s why our team is here to help. We specialize in assisting teachers to enhance their financial literacy and make the most of the benefits that are available to them through a comprehensive financial plan.

Whether retirement is years away or very close to you now, it is never too early to start planning for your financial future. Our team can help you build a retirement plan that aligns with your values and unique goals.

For those that are actively working in education, we are happy to offer you services pertaining to:

• Investment analysis
• Retirement projections

If you are an educator and you are nearing retirement, we can also help you with:

• Comparing and choosing pension options
• Assessing state-offered annuities (such as the Washington State TAP Annuity)
• Early retirement analysis
• Decisions on unused vacation days and sick leave
• Evaluation of purchasing additional service credits

We understand that educators and school employees alike can face unique challenges when planning for their financial future, and we are more than happy to help you get organized so that you can live comfortably after you retire. Contact us today to set up an appointment and learn more about how our team can assist you.