500 North Broadway
At NXT Phase Financial Services, we specialize in helping educators better understand the choices of investments available within their school district. We believe educators deserve personalized financial advice and continuity of advice throughout their careers. In working with educators over the years, here are two main factors we have discovered.
1. Many educators admit that they don't have all the facts concerning the 403(b) plan they are enrolled in. High fees may be eating away at hard-earned savings and possibly limiting future growth.
2. Many are unaware they are paying for insurance death benefit in addition to the investment expense of the product they own.