Markets Can Change at the DROP of a Dime

A dime dropping in water

So invest your DROP money with someone who offers a full range of services specifically designed to meet the needs of Educators. From DROP- Entry to DROP-Exit, our organization offers a full spectrum of tools to optimize your retirement.

  • Comprehensive Financial Planning
  • Educational Seminars
  • DROP & 403(b) Analysis
  • Customized DROP Distribution Strategies
  • Pension Options Analysis
  • Risk Management
  • Investment Solutions

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner®,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.