My Mission Statement
Empower public employees to financially secure their retirement
Robby Welles is a leader in the field of Retirement Planning and Wealth Preservation, providing educators and their families with financial security for over 15 years. Robby has been recognized with many professional awards and lectures on topics from Asset Protection to Pension Maximization at schools across Southern California. He has spent time as a professional baseball player with the Detroit Tigers & Anaheim Angels organizations and now lives in Los Angeles with his wife and beautiful little girl. Once you're a client, you're a client for life and will be treated like part of our family!
- 401(k) rollovers
- SEP IRA's
- Life Insurance & Annuties
- 529 Plans/ College Funding Techniques
- Campus/District presentations
District Savings Plans
We have helped thousands of public school employees maximize their state pension and supplemental plans. Whether you are a first year teacher or are in the process of retiring we guide you every step of the way towards retiring at the youngest age possible with the greatest benefits.
Many school districts have over 50 companies that are on the Approved Vendor list which can be very overwhelming when choosing who to invest with. So often we hear teachers say that they just started their 403(b)/TSA with the first company that they met with, "Aren't they all the same?" No, they are not all the same! Selecting a retirement plan not tailored to your needs can leave you working years more than needed to achieve the retirement payout you want.
Robby holds the role of educators in our society to the highest regard and believes knowledge is a public good. In support of these values, he is a sponsor of the Massachusetts Institute of Technology's Mirror Site (MSP) & OpenCourseWare (OCW) Programs.
The MSP is a free program sponsored by MIT that will bring an up-to-date catalog of semester-long courses on hundreds of topics to your school's campus. This is to ensure students have access to and can reliably stream these materials even if they lack a reliable internet connection at home. Additionally, OCW also supports teachers by sharing open-sourced teaching methods used by MIT professors.
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