Teachers/Educators
ePlan Advisors serves an underserved audience of school teachers with 403(b) plans who are often financially unprepared for retirement. Only 20% of teachers feel confident about their retirement, and Advisors provides tools and resources to help25% have no retirement savings at all. ePlan educators navigate retirement planning and secure a financially sound future.
Individuals & Families
ePlan Advisors understands that planning for retirement can be challenging, especially for families during these trying times. With a banking crisis and the possibility of a full-blown recession looming in the next year, retirement planning can feel overwhelming. That's why ePlan Advisors is dedicated to helping individuals and families navigate the complexities of retirement planning and achieve their financial goals.
Nurses
Nurses are often an underserved group as well. We see this in that nearly 30% of have zero saved for their retirement. As a financial advisor focused on nursing professionals, we provide personalized retirement plans that incorporate various investment vehicles and offer guidance on managing debt, improving credit scores, and optimizing Social Security benefits. Our goal is to help nurses achieve financial security and peace of mind as they transition into retirement.
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