Services We Offer

Sophisticated Choices for Personalized Results

Educators First Financial offers a full range of services and products to help accommodate life’s events and transitions. Our team searches for innovative solutions and investigates a wide variety of options for you, rather than relying on any one company or proprietary product. These financial tools serve as a means to help you realize your objectives, and it’s our job to identify the most suitable solution to meet your needs.

We believe that to find the most appropriate solutions, it is imperative to consider all aspects of your finances. By working together to complete a financial profile, we are able to help you clearly define your goals and establish what’s most important to you, such as:

Real-Life Financial Solutions
– Organization or consolidation of finances
– Debt management
– Define or examine short- and long-term goals
– 401K rollovers
– Mutual funds
– Life and long-term care insurance
– Navigate large expenditures (mortgages, car payments, etc.)
– Plan for the future, prepare for the unexpected

Wealth Accumulation
– Real-Life Financial Solutions
– Portfolio Building
– Retirement Planning
– College Funding
– Estate Planning

Wealth Protection
– Survivors and Asset Protection Strategies
– Intergenerational Asset Transfer Strategies
– Long-Term Care Insurance
– Special Needs

In addition to offering solutions for all of your financial needs, EFFPA provides personalized service and care that has been nationally recognized in the financial services industry. During regular business hours, you will always be able to speak to a human being. If we don’t immediately have the answers you need, we will work diligently to find them. Our team works continuously to stay in touch… to bring you the latest news, events, and reminders. We are always here when you need us, and will always go the extra mile.

Perhaps one of the most appreciated services we provide is accompanying our clients to their PSERS exit meetings. This allows us to provide guidance and assistance with one of the most important retirement decisions they will ever make. Our clients tell us that having us there to complete the necessary paperwork and handle the formalities helped to alleviate the anxiety of this part of the retirement process.

To learn more about what we offer, and how we may be of service to you, please contact us today!