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Financial Planning Customized for YOUR Needs as an Education Professional.
Many people think that teachers have it easy, the work day ending at 3pm, holidays off, and a long summer break to enjoy ...
But we know the reality. The alarm always goes off too early, and mornings are used to prepare for the school day. Interacting with students in the classroom is the focus, with a break to grab a bite to eat (maybe) before diving back into the classroom again. After school planning meetings are followed by a drive home, errands to run, papers to grade, emails to answer, dinner to make, fitting in time for family, passions and hobbies when you can. Before you know it, it's time to go to bed and do it all again tomorrow.
Our focus is to work with educational professionals; teachers and administrators included. We appreciate your time and create customized strategies to meet your unique circumstances. We have advisors who can work with you whether you are a first year teacher just getting started, mid-career with family responsibilities, or an administrator nearing retirement.
We've worked with thousands of educational professionals.
We know you. We appreciate you. We understand you.
We know that while you are highly educated, personal finance was probably not in your curriculum. You may not be able to explain what a mutual fund is.
We are highly educated too, but we don't know how to teach a room full of kids. We don't know the first thing about creating an IEP.
You're the specialist in your field, and we specialize in ours.
Let us help you.
We know that you want to work with somebody who is highly qualified, that you find likable and trustworthy.
At Educated Wealth Strategies, we don't train people to be nice, it is a job requirement.
We are happy to take the time to explain everything you need to know in a way that is easy to understand and answer all of your questions.
We will listen to your needs, create a strategy for you, implement it, and coach you along the way.
We believe in educating our clients as we plan for them. The founder of the firm, Eric Nichols, wrote the easy to read book "Financial Planning for Teachers" because he is passionate all education professionals should have access to this information. The book was written as a comprehensive overview of everything you need to know about planning for your financial future. More information about "Financial Planning for Teachers".
Please, get to know us, and let us get to know you.
Please contact us for anything you need!
Comprehensive options as well as options for those who wish to do their own investing and insurance placement.
"High quality financial planning for education professionals and their families. It's what we do and what makes us different."
Eric Nichols, CFP®, CLU®, RICP®, CRPC®
Founder and President