Our Story

After more than 25 combined years in public and private education, we had some decisions to make about retirement. Fortunately, we were invited to Money 101 class. We were AMAZED. We learned money principles we should have learned in high school (of course they’d rather teach us about parallelograms). We asked the presenter for a private appointment. He gave us a no cost simple Financial Review. We learned how to:

• Set up a $500,000 Tax Free Retirement plan (though we were older)
• Leverage our teacher retirement accounts into no-loss Indexed Plans
• Start Million Dollar Baby plans for our three grandkids
• Implement Living Benefits plans to protect ALL of our financial assets

At the same time, we were getting disillusioned with our educational system and were looking for something new, something that would allow us to continue teaching but would let us focus on helping people for the long-term. We joined Five Rings Financial as independent agents and became the 13th Executive VPs in the company.

We started part-time and soon moved to full time when we knew we could do BETER than our previous teacher incomes.