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Services

Connecting You to Tailored Retirement and Pension Solutions

We connect you with a range of tailored services to meet the unique needs of K12 employees. Our expertise in pension systems and retirement planning ensures that you receive the best possible guidance and support.

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Retirement Planning

We work with you to define your retirement goals, assess your current financial situation, and project future expenses

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Pension Planning

Our team helps you understand your pension options, optimize your benefits, and plan for a secure retirement income.

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Investment Planning

We assess your risk tolerance and financial goals to create a diversified portfolio that aligns with your retirement timeline.

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Wealth Management

Comprehensive wealth management services to preserve and grow your assets.

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Financial Planning

Protect your loved ones and secure your financial legacy with the right life insurance policy.

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Life Insurance

We offer expert advice on choosing the best coverage to meet your needs and ensure peace of mind.

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Need Clarity on Your Retirement Options? Let's Talk

Navigating the complexities of retirement planning and K12 pension options can be challenging. At K12 Pension Specialist, we connect you with experts dedicated to helping you make sense of it all. Whether you’re curious about the specifics of your pension benefits or need comprehensive retirement planning advice, our network of knowledgeable advisors is here to provide the insights you need.

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Our Process

Simple Steps to Secure Your Financial Future

At K12 Pension Specialist, we make the process of planning for your retirement straightforward and stress-free. Follow these easy steps to get started:

01.

Make An Appointment

Schedule a convenient time to meet with our expert advisors. We offer flexible appointment options to fit your busy schedule and ensure that all your needs are addressed.

02.

Get Consultation

During your consultation, our advisors will take the time to understand your unique financial situation and retirement goals, providing tailored guidance for your future.

03.

Your Plan Implemented

Once we have crafted your personalized retirement plan, we will guide you through every step of the implementation process, ensuring a smooth and successful transition.

Our Pricing

Affordable Pricing Plans

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  • Personal Plan
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  • Email Support
  • 2 Hours Consultaion
  • 1 Month Maintenance
  • 24/7 Customer Support
$59/month
Get Started
  • Advanced Plan
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  • Email Support
  • 2 Hours Consultaion
  • 1 Month Maintenance
  • 24/7 Customer Support
$99/month
Get Started
  • Business Plan
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  • Email Support
  • 2 Hours Consultaion
  • 1 Month Maintenance
  • 24/7 Customer Support
$79/month
Get Started

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