EBI Retirement Services

An Intentionally Different Approach to Retirement Planning

What sets EBI apart in the retirement solutions landscape is our commitment to personalized education and a comprehensive understanding of each client’s unique vision for retirement. We believe that planning for the future should be as individual as the people we serve.

We don’t focus on selling products. We build retirement relationships. EBI serves education employees, focusing on their specific retirement needs. By staying current on legislation updates, planning tools, and income strategies, your employees receive clear, accurate guidance every step of the way.

We take a holistic view of what retirement looks like for our clients, and we are ready to offer services such as:

403b/457 Compliance & Education
Retirement Education
Pension Education
Annual Reviews
Tax Liability Reduction

Strategies That Help You & Your Team

We provide our clients and their employees with customized education and planning and an “Intentionally Different” level of service. We build strong and ongoing relationships, so we can effectively guide our customers through the process of planning for a successful retirement.

Solutions that Empower

We offer a range of retirement solutions designed to empower individuals on their journey to financial independence.

Assessments, Seminars & Support

Our offerings include personalized financial assessments, educational seminars, and ongoing support to ensure that every client feels confident about their retirement path.

Meeting Client Aspirations

The EBI Retirement team specializes in crafting retirement solutions that resonate with each client’s aspirations and meets the needs of employees.

Roadmaps & Resources

We provide customized retirement roadmaps, expert guidance on investment options, and resources that help clients navigate the intricacies of retirement savings.

Personalized Consultations & Tailored Investment Options

We offer personalized consultations, educational resources, and a variety of investment options tailored to meet the specific needs of our clients.

Investment Management & Workshops

Our services include personalized retirement planning, investment management, and workshops that simplify the retirement process.

How We Help Educators

We are dedicated to supporting school and school district employees with clear, focused retirement education and helping them understand their ATRS benefits, estimate retirement income, and plan for the future with confidence. Learn more about our services and approach.

How We Help Educators