Do you work for a School District in Alaska?

Then I can Help

Galena City School District

I have been working with the employees of the Galena City School District (GCSD) since 2003 as their financial advisor for the 403b plan to supplement the retirements of those great employees. Almost every August since 2003, you will find me 320 miles from home, roaming the halls of either Sidney C. Huntington School or Galena Interior Learning Academy. Meeting with the staff as they prepare for another school year. My service also includes the employees of the Interior Distance Education of Alaska (IDEA), one of the largest home school programs in the state in their offices around Alaska.

As an employee of the Galena City School District, you are eligible to participate in the 403b plan as soon as your employment begins. You can choose from a traditional pre-tax 403b and/or the Roth (after-tax) 403b plan. The investment options are broad, so I can find a solution to meet your retirement goals.

If you are just starting your employment with the GCSD or you have been at there for a while, please feel free to give me a call or send me an email and let me know you are interested in starting.

Kenai Peninsula Borough School District

While I live in Anchorage, I am on the Kenai Peninsula on a regular basis for seeing clients. Several of those clients are employees at the Kenai Peninsula Borough School District (KPBSD). I have worked with employees of KPBSD since 2002, stretching from one side of the district to the other.

As an employee of the district, you are eligible to invest in either a pre-tax 403b and/or a pre-tax 457 plan. Depending on the retirement goals of each individual employee, you can use a plan that may better meet those goals. If you are just starting with the district or have been an employee for a while and want to discuss your options, please reach out to me and I will be happy to help you.

Fun fact about the Kenai Peninsula Borough School District! According to the school district, the district covers 25,600 square miles making it the 10th largest school district by area in the country!

Matanuska-Susitna Brought School District

The Matanuska-Susitna Borough School District has some of the most robust retirement options available to its employees of any district in this great land! Not only do you as an employee have the basic option of a pre-tax 403b like most other districts, but you also have the option of a Roth (after-tax) 403b, a pre-tax 457 plan, and a Roth 457 plan to choose from! If you are not familiar with the various options, this is a great reason to give me a call and let me explain those different options to you and how they can help you meet your future retirement goals. I have been working with employees of the district since 2003 and love the drive to the valley, mainly since I am always going against traffic but let’s not forget the beautiful scenery.

One of the great features to these retirement accounts is the ability to start one at any point in your career. From the first paycheck, until you leave employment with the district, you are able to begin saving for those awesome retirement years.

What about the Anchorage School District?

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