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Who's Looking at Your 403b?

403b Plans for Massachusetts Teachers & Administrators

Sign Up Today For a 403(b) Plan and Start Paying Fewer Taxes Tomorrow

A 403b is a retirement program for public school employees that helps you accumulate money to supplement your state pension. You can start one with as little as $50 to $100 per paycheck, and just like your contribution to the state pension plan, the amount you save is pretax.

Read More: 403b Maximum Contribution Amount

Since 1990, I’ve been a financial advisor specializing in helping educators set up, invest in, and service their 403(b) plans.

I have accumulated a reservoir of knowledge on the retirement system, the social security offset/windfall elimination, 403(b) plans, and other financial issues specific to public employees.

Because I am an independent financial advisor who provides flexible payment options (fee-only, hourly rate, or commission), I can work with most companies in your school system’s 403(b) plan. A partial list of companies I work with includes Fidelity, American Funds, Putnam, MFS, Aspire, Security Benefit, Axa, and Oppenheimer.

To get started email me at or call my cell at 508-277-5847.

School Systems Where I Can Work

“PLEASE NOTE: The information being provided is strictly as a courtesy. When you access this link you are leaving our website and assume total responsibility for your use of the website you are linking to. We make no representation as to the completeness or accuracy of information provided at this website. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this website.”

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