Teachers First Financial ... "The Retirement Resource for Massachusetts Educators" |
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Teachers First Financial, located in our company-owned building in Hingham, Massachusetts, is a wholly
owned subsidiary of Clients First Financial, LLC. For over 25 years and in fourteen states, we have been
advising professionals on a highly individualized basis regarding retirement income planning, tax mitigation,
and estate planning.
We have one mission - to help Massachusetts Educators achieve their retirement goals by the most tax-
efficient means possible. Our complimentary, trademarked Second Opinion Estate Planning™ review of
previously drafted estate/retirement plans highlights missed opportunities, exposes the unintended risks
assumed by improperly titling or owning assets, and ensures that unnecessary taxes are eliminated.
Our licensed professionals come from diverse backgrounds and bring a wealth of experience - an average of
15 years in the financial services industry. We employ the latest technology in client management systems and
investment evaluation software, are fully independent and represent only top-rated companies.
This website is designed to provide a brief introduction to some of the many opportunities that exist for
Massachusetts teachers to help achieve their goals in retirement - whether it's guaranteeing enough lifetime
income, maximizing pension assets, or ensuring that the nest-egg you have spent your life building is passed to
your loved ones - not the IRS - we can show you how to maximize your assets and reduce or eliminate
income and estate taxes. Please feel free to call our office with questions at 800-593-2275.
owned subsidiary of Clients First Financial, LLC. For over 25 years and in fourteen states, we have been
advising professionals on a highly individualized basis regarding retirement income planning, tax mitigation,
and estate planning.
We have one mission - to help Massachusetts Educators achieve their retirement goals by the most tax-
efficient means possible. Our complimentary, trademarked Second Opinion Estate Planning™ review of
previously drafted estate/retirement plans highlights missed opportunities, exposes the unintended risks
assumed by improperly titling or owning assets, and ensures that unnecessary taxes are eliminated.
Our licensed professionals come from diverse backgrounds and bring a wealth of experience - an average of
15 years in the financial services industry. We employ the latest technology in client management systems and
investment evaluation software, are fully independent and represent only top-rated companies.
This website is designed to provide a brief introduction to some of the many opportunities that exist for
Massachusetts teachers to help achieve their goals in retirement - whether it's guaranteeing enough lifetime
income, maximizing pension assets, or ensuring that the nest-egg you have spent your life building is passed to
your loved ones - not the IRS - we can show you how to maximize your assets and reduce or eliminate
income and estate taxes. Please feel free to call our office with questions at 800-593-2275.
Retirement. You dream it... We'll help you do the planning.
| Teachers First Financial 72 Sharp Street Suite A2 Hingham, MA 02043 (781) 331-2275 (800) 593-2275 |
Click here to receive your FREE copy
of "7 Must-Know Retirement Strategies
For Educators"
of "7 Must-Know Retirement Strategies
For Educators"
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