Plan With Purpose
The work of educators and government employees impacts the lives of every American as well as the lives of people around the world. It is meaningful work performed by those who make a meaningful contribution to society.
Whether you are an educator, firefighter, police officer, sanitation worker, or government administrator, we provide financial strategies customized to your particular needs. For over 30 years we have helped educators and municipal employees navigate their way through a lifetime of planning. In fact, we are the largest provider of employer sponsored retirement plans in New Jersey. We have worked with hundreds of first year educators just getting started, police officers in mid career, administrators close to retirement, and family members needing advice. To all we provide solid strategies for the here and now as well as for the future. We are with our clients for the long haul and value the longstanding, collaborative relationships we enjoy with our dedicated educators and government employees, many of which last from early career through retirement.
To give real service you must add something which cannot be bought or measured with money, and that is sincerity and integrity.
Douglas Adams
The best way to find yourself is to lose yourself
in the service of others.
Mahatma Gandhi
If you are an educator or government employee, we provide customized, dedicated services, including:
- Regular onsite reviews of your portfolio with continued account monitoring
- Thorough review and pension calculation assistance
- Guidance of the pension buy back process
- Knowledge of the tax codes to help you understand and implement the catch up provisions
- Information about deferral of sick, vacation, and/or terminal leave into a retirement plan to avoid taxation
- Assistance with government pension offset calculations for public safety employees
We also provide strategies geared toward group plan services to organizations , including:
- Health Insurance
- Life Insurance
- Disability Insurance
- Long-Term Care Insurance
Contact Us Today!
For a complementary consultation with a financial professional.
Financial professionals of Private Wealth Strategies offer securities through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC-registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Insurance Agency of Utah, LLC in PR as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Please consult your tax and legal advisors regarding your particular circumstances. Individuals may transact business, which includes offering products and services and/or respond to inquiries, only in state(s) in which they are registered and/or licensed. The information on this website is not investment or securities advice and does not constitute an offer. For more information about Equitable Advisors, LLC you may visit https://equitable.com/crs to review the firm's Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure.
Private Wealth Strategies is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.
PPG-148262 (6/15/20) (Exp. 06/24)