Welcome
Retirement Consulting, with a Personal Touch
Let's plan your brighter future!
Let's plan your brighter future!
Retirement Consulting for Educators is all about helping educators understand their CalSTRS and CalPERS pension plans. School Districts have limited resources to assist teachers in understanding and planning for retirement and most educators don’t have the time or training to optimize their retirement.
Retirement Consulting for Educators will incorporate their knowledge of the pension plans into their individual assessments of your situation and help you achieve your retirement needs and goals. Retirement Consulting for Educators is about educators helping other educators in whatever situation they find themselves in. If you have questions about your retirement plan, we can help you.
Wes is a native Californian, born in San Diego and comes from a family of Educators. He has taught High School Social Studies for over twenty-five years from 1992-2017 in three different California counties (San Diego, Kern and Santa Barbara). Wes has helped teachers during that time as a Teacher’s Union Site Representative, Teacher’s Union Board Member, BTSA mentor, and Master Teacher. Wes started Retirement Consulting for Educators four years ago and has helped over 1,000 teachers plan for retirement.
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7921 Kingswood Dr Unit A1 Citrus Heights CA 95610 United States of America
Monday - Thursday: 10am - 6pm
Friday 10am to 1pm
Saturday and Sunday by appointment only.