Retire at the youngest age with the greatest benefits
Secure Your financial future by speaking to an expert today
What We Do
We work with school district approved vendors to manage savings plans for educators.
Pick a Time
Choose either a phone or video review
View Retirement Options
Receive your possible retirement outcomes based on your pension system
Secure Your Future
We fit you with a retirement plan that meets your needs and monitor your plan throughout retirement
Congratulations Priscilla for winning National Life Group's 2022 Life Change of the Year award!
S&A representative Edward Sandstrom presented Ms. Grijalva the award after she was selected out of more than 850 nominations across the country to receive one of five top awards and a $5,000 cash prize.
If you know a school employee who makes a difference in the lives of students by exemplifying excellence, positive influence and leadership nominate them for the 2023 award by following the link below!
NominateBelow are some of the school districts we have assisted public employees in
Educators working past their 65th birthday has increased 117% in 8 years1
Educators working past their 65th birthday has increased 117% in 8 years1
Cost of Living
- 133% increase for family health premiums since 20022
- 5.8% annual Los Angeles housing inflation in 20193
Longer Lives
- The American lifespan has increased 20 years since 19704
- Keeping pace with higher healthcare costs over a longer life on a fixed income is a critical challenge
Our Services
Retirement Reviews
We analyze your paycheck contributions to ensure you do not miss out on any benefits or income at retirement
State Pension Planning
With over 30 years guiding clients to maximize their state pension, we ensure you are on track to receive your maximum benefit
Retirement Planning
We specialize in 403(b)/TSA, 401(k), IRA, ROTH IRA's, and more
Life Insurance
We are licensed providers that will craft a custom plan to ensure your income and family are protected
Living Benefits
If you are diagnosed with a qualifying illness, you can withdraw your life benefit to use as you see fit from medical bills to a family vacation
Staff Presentations
Leave your coworkers better off at retirement by scheduling a group session to review the ABC's on how to maximize their retirements
Calculators
Use our calculators to view easy to understand graphs by clicking on one of the topics below...
CA State Teachers Pension
View your retirement options through age 70
LASD Horizons & State Pension
View your possible pension payout options until a chosen retirement date
Saving Early vs. Later Tradeoff
View what waiting to save can cost you