Welcome Teachers
We take great pride in helping Pennsylvania teachers protect and preserve their wealth. This is a responsibility we do not take lightly.
Get your arms around the retirement system, as well as personal finance and investing.
Does your financial future feel like a complicated system with myriad rules and options?
Our customized planning can help you build a strategic plan that can lead to both your long-term and short-term financial goals and needs. We understand teachers have different complexities that factor into financial planning than the average client, including a younger-than-average retirement age.
Investment Plan / Asset Management
Deferred Compensation
Retirement System Planning
Maximize your pension. Safeguard your nest egg.
Maximize your pension, while protecting your beneficiaries, and determine how best to utilize lump sums and survivorship options. Additionally, we can help with investment consolidation of all retirement accounts, ensuring your investment accounts are all working in harmony together.
The team at Englebert Financial Advisers perform a number of services with the goal of safeguarding your nest egg, including portfolio re-balancing, investment diversification, reducing fees and much more.
We hope to be your source for 403b and PSERS retirement strategies.
Comprehensive Approach
Englebert Financial Advisers will invest your money responsibly while helping to create the right amount of balance between risk and reward. We want to manage your wealth wisely and try to protect it from unforeseen risks, and remain flexible enough to adjust to any changes in your personal or financial situations over time.
Investment Advisers
We can help address the totality of your financial planning needs by addressing the following key areas: investments, liabilities, retirement planning, and life insurance planning.
We understand it is difficult to find a financial planner who understands your complex needs. The Englebert team has extensive experience helping teachers manage family financial goals, and retirement opportunities. We want you to focus on what you do best.
Financial Planning & Retirement Strategies
This book is our suggestion for every educator!
This book is a strategic roadmap designed to help Pennsylvania teachers achieve financial security for themselves and their families, regardless of where they are in their career. Being an educator is one of the toughest professions, but navigating their financial journey shouldn’t have to be as hard.
Complete the form below to get a free copy of the book
Our goal is to provide teachers with ways to build strong financial foundations, increase financial awareness, and build their financial strength.
Focus on your noble career, and do not stress about your financial future.
"Our firm specializes in teacher pension funds. Many don't realize this very niche service requires a specific knowledge and is different from many other retail products on the market."
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