Individuals – 457 Plan Group

How We Serve

Plan Level Clients

If you’re a municipal employee or public servant covered by one of the 20+ plans we service, you receive comprehensive financial guidance, personalized financial plans, and dedicated administrative support—all included.

Since 1985, we have partnered with municipal governments to streamline plan management by assisting with document filing, reducing administrative burdens, providing financial education to employees, and handling form processing with efficiency and care.

Individual Clients

If you’re not part of one of the 20+ retirement plans we service, you can still benefit from our expert financial guidance. We help individuals navigate their retirement savings, investment strategies, and long-term financial planning—ensuring you have a clear path toward financial security, no matter your plan.

The challenges you face and how we help:

✅ Not Sure If You’re Saving Enough?

✅ Unclear On Investment Choices?

✅ Confused About Pensions, Social Security, or 457(b) Plans?

✅ Worried About Outliving Your Money?

✅ Concerned About Taxes Eating Away at Your Retirement

✅ Need a Plan for Healthcare?

We help you gain clarity with a personalized plan that aligns with your goals. No more second-guessing investment choices or worrying about outliving your money.

From tax-efficient strategies that help you keep more of what you earn to structured withdrawal plans that ensure lifelong financial security, we provide the guidance you need. We also help you plan for healthcare, so unexpected expenses don’t derail your future.

With a clear, structured roadmap, you can retire with confidence, knowing every dollar is working for you.

Our Clients

Our Articles & Insights

Planning For An Early Retirement

Creating a financial bridge with early retirement could be worrying. However, leveraging the 457(b), your pension, and other assets help create a bridge until Social Security.

Contribute to Retirement or Pay Down Debt?

Deciding between paying down debt and contributing for retirement can be a tough decision. But, there’s a few considerations you should make before you decide.

What Does A Financial Advisor Do?

When planning for retirement, it’s crucial to understand the value of working with an advisor. They help keep you accountable, develop actionable strategies, and simplify the process, making it easier for you to stay on track toward your financial goals.