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. 

we off video or phone appointments

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Choose either a phone or video review

    an associate with review your financial opitions

    View Retirement Options

    Receive your possible retirement outcomes based on your pension system

      retire with the guidance of a professional

      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!

        Nominate

        Below 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

        Be proactive today and bridge the gap to your retirement

        Schedule Now 

        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

        Contact Us

        If you have any additional questions feel free to reach out to us by phone or email. 

        818-360-7400

        Hours

        • Monday: 8:00 a.m - 4:00 p.m
        • Tuesday: 8:00 a.m - 4:00 p.m
        • Wednesday: 8:00 a.m - 4:00 p.m
        • Thursday: 8:00 a.m - 4:00 p.m
        • Friday: 8:00 a.m - 4:00 p.m
        • Times Shown in PST