You’ve got lesson plans. How about a financial plan?

As educators, you understand the importance of creating a plan.

And amid investment volatility, rate hikes, and inflation, it’s more important than ever to have a comprehensive financial plan in place.

Luckily, we’ve been helping education members navigate their investment portfolios through uncertain times and plan for their future since 1975. It’s a long, proud history that has enabled us to gain a unique understanding of everything from pay grids to pension plans.

No matter where you are in your career, what your present financial situation is like, or what the future may hold, we’ll help you put a plan in place to achieve your financial goals.

For a limited time, invest or transfer investments to Educators Financial Group for a chance to win $1,000.¹

How to Take Advantage of this Offer:

Step 1

Fill in the form below to speak to an Educators financial advisor.

 

Step 2

Invest or transfer investments to Educators Financial Group with a minimum deposit of $5,000 before June 30, 2023

 

Step 3

Receive one (1) entry into a draw for your chance to win $1,000!¹

Why invest with Educators Financial Group?

• We understand the unique financial aspects that make up your world, such as pay grids, deferred leaves, and pension contributions. So when changes occur to any or all of those things, we’re in a great position to help you financially prepare better than anyone else.
• Our financial specialists are not on commission and will provide unbiased recommendations.
• We can help consolidate investments from different financial institutions and assist with developing an investment mix that makes sense for you.

Already have investments elsewhere? Switch to Educators Financial Group and we’ll cover the transfer fees²!