A Bright Future For Our Educators

The team members here at Blue Line Wealth Management take great pride in helping educators and school employees understand how their pension, Social Security, and financial investments can work along side one another to secure their financial future. We firmly believe that educator pensions and Social Security alone might not be enough to financially sustain retirees through their hopefully long and healthy golden years.

Our advisors are very familiar with the many challenges teachers and staff members face such as lesson planning, child care and the overall running of a household. We know and understand these challenges since we have educators and staff members in our immediate families.

At Blue Line Wealth Management, we would like to help ease some of your burdens by helping you develop a financial plan that meets your personal financial objectives and help you feel confident about your financial future.

Our Customized Financial Consultation Includes:

  • Customized In-Depth Review
  • Pension Analysis
  • 403(b) Planning
  • Roth IRA
  • Traditional IRA
  • 529 College Planning
  • Tax Managed Accounts
  • Brokerage Accounts
  • Estate Planning
  • Life Insurance
  • Full step-by-step assistance with 403(b) account opening paperwork completion and submission

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