Our Process
We follow a refined process that ensures the collection of all the information we need to formulate the right plan for you.
About Our ProcessWhy Professors & Teachers in San Diego Choose Tidemark
Teaching is a profession like no other, the challenges, the diversity and the rewards make it a truly unique career. It takes a huge amount of passion and commitment to be a great teacher – the type of teacher who can make a positive impact on the lives of young people.
At Tidemark Financial Partners, we value educators and the work they do in our communities. More so, we understand their unique career path and the challenges that they face as they plan for retirement. Our specialized focus on educators, along with our detailed focus on each as an individual, is essential to helping them successfully pursue their financial goals.
We have extensive knowledge of Cal STRS, and Cal PERS and provide educators with strategies to supplement their pensions, with investments and social security claiming strategies.
Recent Client Case Studies
Getting Started
Marie
Mid-Career
Sasha
Nearing Retirement
Chris
Contact Us
Talk to an educator-focused advisor and see how we can help.
Latest Articles
Financial education articles for educators.
What You Need To Know About 403(b)s
Typically, at for-profit companies their retirement savings accounts (like a 401k) are outsourced by a…
403b(7) Accounts… What’s In It For You?
Are you a schoolteacher or are you employed by a non-profit organization? Funded by your…
