Retirement Planning for Teachers
Now Offering Hybrid Services
As you adjust your teaching to meet your students' current needs, we've adapted our business model to meet yours. That's why we've shifted to a hybrid model, meeting virtually when possible and in-person when necessary.
We know your schedule is busy and your availability limited, and we hope that the small convenience of being able to call in from wherever you're working from will take one thing off your plate.
Scroll down to learn about the services we offer and meet our team.
Investments
The key to investing is taking it at a pace that's right for you and staying focused on your long-term goals. We'll help you understand investment fundamentals and prioritize your goals.
Insurance
Money management is about more than just accumulating and investing your assets — you also have to protect those assets.
Planning
Whatever your financial planning needs – from developing an investment strategy, to planning for retirement, to evaluating your risk management needs – we can help.
Team Approach
We've built a team of experienced financial advisors and support staff to better serve our clients and ensure timely access to a real person.
Scott Caldwell
As a former High School teacher, I enjoy working with educators in Bellingham and Whatcom County.
Our first priority is helping you take care of yourself and your family. We want to get to know you, understand your dreams and goals, and give guidance based on your tolerance for risk.
We value long-term relationships and open and honest communication. We look forward to helping you plan for your financial future.