Introduction

Welcome to Teacher Retirement Solutions, LLC

The financial professionals of Teacher Retirement Solutions, LLC (TRS), specialize in providing independent financial guidance and strategies to educators, administrators, and their families throughout New England. Our team has more than 20 years of experience helping educators make sound, informed decisions about their personal finances.

Each of the advisors at TRS has earned the prestigious CERTIFIED FINANCIAL PLANNER certification. The CFP® mark remains the most highly respected and nationally recognized certification in the financial planning field.

We work with educators in higher education as well as the K–12 environment. We have counseled hundreds of educators to better understand and help manage their retirement benefits.

“Our intimate knowledge of the Massachusetts, New Hampshire, and Boston Retirement Systems and available 403(b)/457 options allows us to help our clients make informed financial choices and develop effective strategies as they plan their retirements.”

History
TRS team members have been selected to present at numerous Massachusetts Teachers' Retirement System (MTRS) events. We have also worked with the faculties at many local colleges in Massachusetts and New Hampshire.

Programs
The TRS team's well-received educational lectures, The Informed Educator, provide an opportunity for educators and administrators to learn about many of the concepts that can be used in planning for retirement. We have presented in schools and at dinner workshops throughout New England. We would be happy to come to your location to provide education to your group.

To schedule an Informed Educator workshop for your school, just e-mail us, and we will contact you shortly.

Visit our Teacher University page to see a schedule and learn about the ongoing workshops we conduct in our office on a variety of educator relevant topics.

If you have questions or concerns about the recent changes in IRS 403(b) regulations and how they will affect you, please submit your contact information and questions by e-mail.

If you have any other questions, please do not hesitate to contact us at 888-535-8989 or e-mail us at:

John J. Gregorio, CFP®, AIF®, CFS®
CERTIFIED FINANCIAL PLANNER
Founding Partner

George M. Bowen, CFP®, AIF®
CERTIFIED FINANCIAL PLANNER
Founding Partner

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TRS

 

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Getting Started

Retirement Plan Advisor Profile