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Financial Planning for Teachers

Why Work With Thoroughbred Advisors?

We all know one of those special teachers who spend their own personal time and money helping prepare their students for the future. While it’s often said that no one becomes a teacher to get rich, there is no reason why teachers should not be able to retire financially secure and prosperous after years of service to the families in their communities. Which is why we here at Thoroughbred Advisors work with teachers like you to maximize the financial opportunities available to you.

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Financial Solutions and Services We Provide for Teachers Like You


Maximizing Your New York State Pension

As a member of the New York State Teachers’ Retirement System (NYSTRS), you likely realize that your pension is the envy of many.  Though you sacrifice a great deal to serve the youth of our state, the reward waiting for you in retirement is a wonderful pension that you cannot outlive. There are many options for how to receive your pension. How can you be sure you will choose the best for your situation? Do you know all the strategies for maximizing your New York State Pension?  Let us help you get clarity around what is likely the most valuable financial tool you have.

Inform Important Financial Decisions You Have to Make

Should you participate in your 403(b)?  Should you first pay off your student loans? Would it be better to do a Roth IRA?  These are questions common to many of our younger teachers and school administrators. We can help guide you on an efficient path to maximizing the dollars you  have.

Education Planning for Your Own family

You are an educator.  You know the value of education, and likely want to provide the best education you can for your own children.  The joke among many of our teacher and administrator clients is that if you wanted to be filthy rich, you would not have chosen to be a public school teacher or administrator.  With that being said, you still value helping your own children in preparing for college. What is the best way for you to do this when so many things are competing for your dollars?  We can help bring clarity to your college planning.


Other Occupations We Provide Financial Solutions and Services For 

Financial Planning for New York State Law Enforcement

Often in their 40’s, many of our New York State Police Officers, and Troopers find themselves faced with some of the biggest financial decisions they will ever make. That is why many of our clients reached out to us for help. Our financial representatives are here to serve you the way you serve all of us on a daily basis.

Solutions for Law Enforcement

Financial Planning for Doctors

You do what you do because you love helping people. Let us help make sure you have a financial strategy that reflects the hard work you've put in on a daily basis and can sustain the lifestyle you've become accustomed to for years to come.

Solutions for Doctors

Financial Planning for Business Owners

We applaud the drive and commitment of small business owners like yourself. While you manage the day to day of your business, Thoroughbred Advisors are here to take care of you and your financial strategy for the future decisions you'll have to make.

Solutions for Business Owners

Learn More About Thoroughbred Advisors

Become a Client

We strive to build long-lasting relationships with our clients, offering education and financial guidance. Learn more about becoming a Thoroughbred Advisors' client.

Become a Client

Our Services

Discover the wide array of services we offer our clients. Including Financial Planning, Retirement Planning, Investment Management, Life Insurance and more. 

Our Services

Our Process

We are a process and solution driven independent firm, not a product-driven one. We craft individualized financial strategies for each and every one of our clients. 

Our Process

Who We Are

Thoroughbred Advisors is represented by a growing team of Financial Representatives and Financial Advisors serving the Capital Region and beyond. Discover what makes us a unique independent advisory firm.

Who We Are

Schedule Your Free Consultation Today

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