Achieve CLARITY & CONFIDENCE
Personalized Holistic Financial Readiness for Educators
Serving Educators since 2007
Your Financial Concierge
Financial Strategy for Those Who Educate, Lead, and Build Legacies.
Teachers change lives. But when it comes to their own finances—most are left in the dark.
Your Pension Isn’t a Plan: Why Your Need More Than Retirement Contributions
Most teachers will retire with less income than they earned during their career. But what if your paycheck could build a legacy? You need a strategy—not guesswork. We help educators multiply wealth with concierge-level planning.
- Financial Planning – Wealth Strategies, not just spreadsheets
- Tax Planning – Minimize liability, maximize freedom
- Investment Planning – Make. Your money work harder than you ever did.
- Retirement Planning – Clarity, confidence, and rock-solid exit plan.
- Insurance Planning – Real protection, real security, zero guesswork.
- Estate Planning – Don’t leave your legacy to chance.
- Education Planning – Build futures through smart funding strategies.
- Business Planning – Sale smarter, exit richer.
- Financial Literacy Coaching – Empowered decision through expert guidance.
- Real Estate & VA Loans – Leverage the assets you already earned.
- Credit Building Strategies – Optimize your score, unlock your power.
Let’s be honest—no one taught you how to turn your paycheck into a wealth- building machine.
But that’s exactly what we do. Credit Building, tax planning, and investment strategy…all under one roof.
Pensions are great—but they’re not a full financial plan. Want to find out what’s missing from your strategy?
Book a Financial Concierge Blueprint Session Today!
By sending this request, I agree that Lisa Galloway or a financial professional from her team may contact me at the phone number I provided, through a phone or text, even though I may be on a Do Not Call Registry and/or it may be a wireless number. Private Policy and Terms of Condition
What are the Core Responsibilities of Texas TRS?
1) To deliver retirement and retirement benefits that have been authorized by the Texas Legislature
2) To manage the trust fund that finances member benefits
*Source; Texas TRS Handbook
Teacher Retirement Pitfalls
- Pension payouts vary for length of service
- 403(b) Plan can be a rollercoaster ride.
- 96% of the districts in Texas do NOT pay into Social Security
IMPORTANT QUESTIONS:
1) Do you know what Tier you fall in?
2) Do you know at what age you can retire?
3) Do you NOT want to have to go back to work after retiring?
Book a FREE 30 minute consultation
