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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.