Retirement Plan Advisor Profile

JohnG-bio-sm
 


John J. Gregorio, CFP®, AIF®, CFS® Certifications

Email: johng@teacherretirement solutions.com

Phone: 888-535-8989

George-bio-SM
 


George M. Bowen, CFP®, AIF® Certifications

Email: george@teacherretirement solutions.com

Phone: 888-535-8989

Teacher Retirement Solutions at a Glance

Years in the financial industry:

Combined experience of 20+ years

Our specialization: 

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.

Money Talk TV - A Community Education Program.

Launched in February 2004, Money Talk is currently aired in 46 towns and cities in Massachusetts and New Hampshire. The purpose of the program is to provide education and information about issues that affect all aspects of personal finance.  

Teacher Retirement Solutions, LLC, provides the services and products educators need to maximize their financial resources and pursue their personal goals.

Our more than 20 years of experience working with educators in the K–12 community, in higher education, and in private schools means that we have the knowledge and skills required to guide teachers and help you make wise, informed decisions about your finances.

Our advisors are:

  • Independent
  • Credentialed
  • Experienced
  • Specialized

Products and services

  • 403(b)/TSA/457 selection and implementation
  • Pension analysis
  • Retirement income planning
  • Investment management
  • Comprehensive financial planning
  • Insurance/Risk management
  • College funding planning
  • Educational workshops

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.

Our 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. 

Teacher Retirement Solutions
 
AFT-Massachusetts
 
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