We help retired teachers get more retirement dollars than they ever thought possible.
And it only takes 30 minutes to find out how much could be yours.
For years, teachers have silently been robbed by hidden fees in their retirement savings plans. Here’s how:
Your 403(b) plan has almost 3X more unnecessary fees that a standard 401(k) plan at any regular company (source: CNBC)
Nobody communicates this with you and as a result, you’re unaware this is happening
The drain of these fees on your retirement savings can be massive – leaving many teachers with fewer dollars to live and retire on.
These hidden fees take a massive toll on your nest egg and your retirement plans. But it doesn’t have to be this way.
James Zerilli, MBA, founder of 2514 Wealth Management
I’m James, a dedicated teacher with over 20 years of experience who's on a mission to safeguard my fellow educators' retirement accounts.
Having personally felt the sting of traditional teacher retirement accounts, I decided to add being a financial advisor to my resume.
I went back to school and got my MBA to prepare me to help teachers with their investments.
Now, I’m committed to helping teachers navigate the complexities of retirement planning and steer them away from unnecessary fees. I’m sick of watching teachers get blindsided with costs they never asked for.
On an average account, there’s a chance my team and I can help you:
Earn thousands more every year from your retirement investment accounts
Save hundreds of thousands over the course of your retirement
Enjoy more of your retirement nest egg
Without having to do anything different than what you’re currently doing.
Schedule a complimentary analysis to find out how much could be yours.
If you have 30 minutes, we will personally analyze your investment statements and retirement accounts to find out if you could put more money back into your pocket than any collective bargaining agreement ever did.
It requires no work from you, nor does it cost you anything to take this call, and we will work to save you money from the retirement account you currently have.
Spots are limited.
Avoid the hidden fees, keep more of what’s yours, and live the retirement you want.
Don’t just take our word for it.
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“Think Your Retirement Plan Is Bad? Talk to a Teacher”
New York Times, 10/23/2016
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“Hidden Payments and Costly Plans Dent Teachers Retirement Savings”
The Wall Street Journal, 12/10/2019
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“School Workers Face A Garbage Fire of Bad Choices or Retirement Plans”
San Antonio Express News, 3/1/2019
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“Savings Plans Shortchange Public School Teachers. Here’s How To Fix It”
The Los Angeles Times, 10/27/2018
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“SEC Launches Investigation of Practices in Retirement Plans for Teachers, Government Employees”
The Wall Street Journal, 10/9/2019