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Getting Started

Marie

AGE:

35

PROFESSION:

School IT Administrator

Primary Goals:

Solidifying a financial plan and maximizing retirement savings for a financially independent retirement.

Young educator planning for financial goals

Marie has just started her new role in IT at a local school. She feels enthusiastic teaching technology to her students as well as applying her skills in the IT department. Marie has already been chatting to her colleagues at the school about the employee benefits the school offers. She’s heard about the 403(b) plan with a variety of plan providers she gets to choose from, and although she knows the importance of it, Marie is unsure how to get started on her retirement planning.

Marie wants to figure out how much to start saving today to make sure she’s on the right track to her retirement goals. She is looking to solidify her financial plan and focus on her job.

For Marie, we will take at the selection of her 403(b) plan providers offered by her school and select the most suitable option after weighing the pros and cons. We will establish an ongoing plan that is customized to her situation and financial goals. This plan designed specifically for Marie’s unique situation aims to plan for financial independence in retirement.

This is a hypothetical situation based on real life examples. Names and circumstances have been changed. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which investments or strategies may be appropriate for you, consult your advisor prior to investing.
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