School Administrators

We Serve School Administrators & Leaders

We get that school leaders deal with finances a lot more than people often believe. Understanding budgets and financial reports, maximizing funding for their school, and preparing financial audits.

But when it comes to personal financial planning, most school leaders are "C" students!

How We Can Help

It’s important to work with professionals who understand the common financial challenges school leaders encounter throughout their careers:

  • Insurance needs
  • Maximizing educator-specific retirement vehicles
  • Comprehensive personal financial planning

As a current or retired school leader, you have the ability to refine your retirement strategy so it is relevant to you. Let Lifetime Planning guide you through with thoughtful leadership and educator-specific advice.

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