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Why Educators ?

Educators! Our founder Professor Robert Halliday, Ph.D. started our firm in 1982 motivated by a vision that the traditional options made available to educators in their retirement plans could be enhanced. Following in Professor Halliday’s footsteps, we continue to carry on his legacy by helping educators and their families make smart decisions with their money.

Our definition of educators includes all education professionals working in K-12 and Higher-educational institutions. Just to name a few, our clients are professors, superintendents, teachers, librarians, deans, chancellors, speech pathologists, athletic coaches, social workers, school nurses, custodians, and all the other personnel that is essential and plays an important role in ensuring that students are learning in a safe and supportive learning environment. We appreciate all the hard work you put in every day!

Your Free Introductory Call


We start our process with a complimentary 30-minute conversation to make sure we are a good fit for you and vice versa.


This meeting will help us learn more about you and your needs.


Educators and their families.

No Cost or Obligation

We want you to know exactly how we can help you before you pay us a single dollar.

30-Minute Icebreaker Call

The very first step is a 30-minute phone call with our team