As Educators, you spend your days and nights educating and preparing the leaders of tomorrow. Sadly, with such an important task in your hands, educators do not have enough time to devote to planning your own futures. Devising the right investment strategy starts with defining your personal goals. Since 403(b) and 457 accounts are designed for retirement savings, is vital to know what your retirement goal is. How much money do you need to retire? Once an achievable goal has been defined, we can begin preparing your investment plan.


Ask yourself the following questions:

  1. Do you know how much money you will need to retire? That is, have you estimated what your expenses will be and how long your money may need to last?
  2. Do you have the expertise to choose appropriate investments given your tolerance for risk?
  3. Do you know how to create a plan that can easily be followed to help you achieve your retirement goals?


Putting together the pieces of your retirement puzzle takes a great deal of investment knowledge, experience, and time. At Sawtelle Financial, our goal is to take that pressure off of you. We will use our expertise to put together a portfolio that fits in with your goals, desires, and plans, so that you can have the peace of knowing that you are on track to retire when and how you want to.

Sawtelle Financial Management. 1250 NE Loop 410, Suite 350. San Antonio, TX 78209. Office: 210-822-5252. Fax: 800-615-9059