Near-Retirement Teachers (15+ years)

Comprehensive planning for optimal retirement outcomes

MOST POPULAR

PROFESSIONAL

Advanced planning for experienced educators

$99
/month
💼 Consultations:
Includes quarterly 30-minute consultations with financial experts
  • ✓ 14 calculators (Everything in PREMIUM + 4 more)
  • ✓ 100 calculations per day
  • ✓ Save calculation history
  • ✓ Export calculations to PDF
  • ✓ 1 consultation per quarter (30-min video)
  • ✓ Tax Diversification Strategy
  • ✓ Roth Conversion Optimizer
  • ✓ Career Transition Financial Analysis
  • ✓ Complete Retirement Picture
  • ✓ Priority email support
Best For: Teachers (10+ years) planning major financial transitions
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MANAGED

White-glove service for near-retirement teachers

$299
/month
💼 Consultations:
Includes monthly 60-minute consultations with dedicated experts
  • ✓ All 19 calculators
  • ✓ Unlimited calculations
  • ✓ Save calculation history
  • ✓ Export calculations to PDF
  • ✓ 1 consultation per month (60-min video)
  • ✓ Indexed Universal Life Analysis
  • ✓ Annuity Comparison Tool
  • ✓ Optimal Retirement Date Calculator
  • ✓ Healthcare Bridge Cost Calculator
  • ✓ Final Average Salary Optimizer
  • ✓ Dedicated phone + email support
Best For: Near-retirement teachers (15+ years) needing comprehensive optimization
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