Planning Services
Financial Planning Services
- Retirement Planning
- College Funding Strategies
- Business Succession Planning
- Employer Sponsored Plans
- Asset Protection and Estate Plans
- Pension and Social Security Planning
Planning Services for School Employees
- Guidance with Verifying Prior Service Credit
- Assistance with Buying Back Time
- Assistance with Tier Reinstatement
- Project Future Pension Payouts
- Pension Benefit Survivor Options Analysis
- Analysis of Your School's 403(b) Options
- Running Periodic Financial Projections
- Review Existing 403(b) Plan or Other Prior Employer Plans
- Consultation Regarding Employer Benefits and Union Benefits
AGFS and CLASS Advisors are not affiliated with NYSTRS or NYSERS or with any school district.