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Schools and Service Employers

Investment fee +
$199/ Month

 

How much does the value of your center affect the structure of your investment portfolio? A lot. Along with becoming more profitable, we can help you achieve better results by maintaining the right balance of business equity, investments, retirement accounts, and real estate.

 We provide guidance in tax-efficient investing for high-income professionals. We know when to adopt more sophisticated retirement plans and use alternative financing strategies.

Most importantly, by using our comprehensive planning system, we can show you how all the moving parts of your financial engine work together to accelerate your growth.

 

PERSONAL FINANCIAL PLANNING FEATURES

  • Commission-free, fiduciary advisor
  • Coordination with your other service professionals
  • Education-specific financial coaching
  • Debt management strategy
  • Insurance evaluations and policy selection
  • An investment advisor who gets it
  • Continuous net worth tracking
  • Estate planning coordination 
  • Personal dashboard
  • Cash flow & budgeting
  • Financial statements
  • Student loan consultation
  • Risk management
  • Life insurance planning
  • College planning
  • Investment management 
  • Tax planning/projections 
  • Retirement plan management
  • Succession planning
  • Employee benefits
  • Employee incentives

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360 Central Ave, Suite 800
St Petersburg, Florida
33701 United States

  •  Tel: 727-498-1880
  •  Toll Free:
  •  Fax:
  •  info@teacheradvisors.com
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The information on this site is provided “AS IS” and without warranties of any kind either express or implied. To the fullest extent permissible pursuant to applicable laws, TEACHER ADVISORS, LLC (referred to as "TA") disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non-infringement and suitability for a particular purpose. TA does not warrant that the information will be free from error. None of the information provided on this website is intended as investment, tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. The information should not be relied upon for purposes of transacting securities or other investments. Your use of the information is at your sole risk. Under no circumstances shall TA be liable for any direct, indirect, special or consequential damages that result from the use of, or the inability to use, the materials in this site, even if TA authorized representative has been advised of the possibility of such damages. In no event shall TA have any liability to you for damages, losses and causes of action for accessing this site. Information on this website should not be considered a solicitation to buy, an offer to sell, or a recommendation of any security in any jurisdiction where such offer, solicitation, or recommendation would be unlawful or unauthorized.

 

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