Liberty Foundation

Educators Financial Assurance is a subsidiary of Preferred Retirement Options, Inc., a Registered Investment Advisor.

Our mission is to provide quality service, investment products, and financial planning tools to the educational, healthcare, and governmental communities with integrity and professionalism.  Our market focuses on voluntary investment vehicles such as 403(b), 403(b)(7), 457, 401(k) plans, Individual Retirement Accounts - IRAs, SEPs and SIMPLEs, and 529 plans. 

In addition, we also focus on risk management programs to help preserve your assets through life insurance, long-term care insurance and disability insurance.

As a service to employers and their employees, Educators Financial Assurance provides worksite educational workshops and enrollment meetings.

Our products and services are provided only in the states of Idaho, Oregon, Washington, Montana, Utah, Wyoming and Arizona.

  

 

  National Tax Sheltered Accounts Association
Calculators

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

Personal Inflation Rate

Is your personal inflation rate higher or lower than the CPI?

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

More Calculators →

Newsletters

Measuring the Jobs Situation

Many people understand that a rising jobless rate is one of the hallmarks of a shrinking economy. But the national unemployment rate does not always reveal a complete picture of the jobs outlook.

Investor Emotions and Where to Find Them

Anyone who has watched the stock market for any length of time knows it is subject to two key investor emotions: greed and fear.

HOT TOPIC: New Rules Likely Making Credit Cards More Expensive

New rules designed to limit credit-card issuers from quietly raising interest rates and fees will undoubtedly help consumers become more aware of the terms and conditions on their credit cards. But the real news is that the Credit Card Accountability, Responsibility and Disclosure Act of 2009 (CARD) may actually be making credit cards more expensive to use.

Love and Marriage and Retirement

More than 80% of married couples 45 to 72 say they don't agree on when they should retire, what their retirement lifestyle should look like, or whether they will work in retirement.

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