Who I help: Educators and clergy
I spent my career in ministry and higher education. I know your world.
Teachers, professors, ministers and people who work for schools, congregations and nonprofits often have pensions, 403(b)s and rules that other advisors don’t know well.
What’s on your mind
- How does my pension fit with my 403(b)?
- I’m clergy: how do the housing allowance and Social Security rules affect me?
- I never earned a big salary. Can I still retire well?
- What should I do with my retirement plan when I leave?
How I help
I served fifteen years as a pastor and Quaker minister, and twenty as dean of the Earlham School of Religion. I know what it is like to do meaningful work on a modest salary, and how often people in these callings are passed over by advisors who want bigger accounts.
Educators and clergy often have pensions, 403(b) plans, and for ministers, special rules on housing and Social Security. We plan around all of it, with your tax professional on the tax details.
Where we’d likely start
Retirement income
How your savings, pensions and benefits can become a steady monthly income.
Learn moreSocial Security timing
When to claim, and how that choice fits with the rest of your income.
Learn moreBudget and cash flow
Where the money comes from, where it goes, and what you’d like to change.
Learn moreA second opinion
A plain look at a plan, advisor or annuity you already have.
Learn more
Complimentary checklist
13 questions to answer before you retire
Social Security timing, pensions, which accounts to draw from first, health costs and who handles things if you can’t. The questions Jay would want you to have thought through, in plain words.
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Ready to turn over a new leaf?
Start with a conversation. It’s complimentary, it’s unhurried, and you’ll leave knowing whether a plan makes sense for you.
CFP® professional · No account minimum · Fees explained before you decide