Retirement Plan Services

For educators, school and corporate employees, government entities and non-profits.

What do you intend for your retirement?

As an educator, you firmly understand the power of knowledge. And you’ve dedicated your life to a valiant calling.

You’ve worked long and hard for years, striving to educate today’s youth so they can become tomorrow’s responsible citizens and informed leaders.

As you look ahead to your well-deserved retirement — whether a few years from now or decades away — knowledge holds power for you. Having this knowledge allows you to manifest your retirement goals and desired lifestyle, reaping the rewards of intentional planning.

At New Canaan Group, we’ve helped over 6,500 educators successfully navigate the complexities of 403(b)/457 investing and retirement planning in and around the Northeast region for more than thirty years. We understand your unique financial concerns as an educator and take an educational approach to help your retirement intentions come to life.

“Our process centers around four basic hallmarks that we’ve used to help our educator clients achieve their financial goals for three decades. That same approach can be just as effective for anybody looking for help managing and building wealth.”

403(b)/457 PLANS

We work with several of the largest 403(b) and 457(b) providers to establish and manage your plan, directly through your employer.

Retirement Planning

The big picture. This cornerstone of our process pinpoints the best asset mix for you, and analyses your cash flow up to – and through retirement.

Pension Analysis

State pensions for educators are complicated – we can help. We can educate you on the details, and guide you to an appropriate pension option for your optimal retirement.

Investment Analysis

Already have another retirement plan? We provide professional analysis of your existing accounts so you know what you have, and if there’s room for improvement.

Let’s Talk

If you are in need of professional wealth management services, we would be honored to assist in helping you and your family reach your goals. With deep investment, risk management and retirement planning experience, we can help you and your loved ones plan for the future, just as we have for thousands of clients.

Let’s Talk

If you are an educator in need of financial,
pension, or retirement planning, we would be
honored to assist you in reaching your financial
goals as we have for thousands of your
colleagues. If you are an existing client and
want to make adjustments to your account or
setup a review with your advisor, reach out to us
today!