Our Guides
Home Buying GuideVeterans Home Buying GuidePersonal Loans GuideFinancial Advisor GuideEstate Planning GuideCredit Cards GuideRetirement GuideLife Insurance GuideStudent Loans GuideTax GuideInvesting GuideRefinance Guide
Our Reviews
Quicken Loans Mortgage ReviewRocket Mortgage ReviewChase Mortgage ReviewBetter Mortgage ReviewAmeriSave Mortgage ReviewAcorns ReviewWells Fargo Mortgage ReviewTurboTax ReviewCredit Karma Tax ReviewH&R Block ReviewTax Slayer ReviewTaxAct ReviewAlly Invest ReviewCapital One Banking ReviewWeatherfront ReviewBetterment ReviewMarcus by Goldman Sachs ReviewSynchrony Banking ReviewAlly Banking Review
Calculators
Mortgage CalculatorRetirement Tax CalculatorRefinance CalculatorClosing Cost CalculatorRent vs BuyTax Return CalculatorIncome Tax CalculatorPaycheck CalculatorRetirement CalculatorProperty Tax CalculatorSocial Security CalculatorPersonal Loan Calculator401(k) CalculatorAsset Allocation CalculatorSaving CalculatorInflation CalculatorStudent Loans CalculatorInvestment CalculatorCapital Gains Tax CalculatorHow Much House Can I Afford?
Rates & Accounts
Today's Mortgage Rates30-Year Mortgage Rates15-Year Mortgage Rates5/1 ARM Mortgage Rates7/1ARM Mortgage RatesRefinance RatesPersonal Loan RatesStudent Loan RatesBest CD RatesCompare accountsCompare CD Rates
Articles
Find an Advisor
Our Guides
Home Buying GuideVeterans Home Buying GuidePersonal Loans GuideFinancial Advisor GuideEstate Planning GuideCredit Cards GuideRetirement GuideLife Insurance GuideStudent Loans GuideTax GuideInvesting GuideRefinance Guide
Our Reviews
Quicken Loans Mortgage ReviewRocket Mortgage ReviewChase Mortgage ReviewBetter Mortgage ReviewAmeriSave Mortgage ReviewAcorns ReviewWells Fargo Mortgage ReviewTurboTax ReviewCredit Karma Tax ReviewH&R Block ReviewTax Slayer ReviewTaxAct ReviewAlly Invest ReviewCapital One Banking ReviewWeatherfront ReviewBetterment ReviewMarcus by Goldman Sachs ReviewSynchrony Banking ReviewAlly Banking Review
Calculators
Mortgage CalculatorRetirement Tax CalculatorRefinance CalculatorClosing Cost CalculatorRent vs BuyTax Return CalculatorIncome Tax CalculatorPaycheck CalculatorRetirement CalculatorProperty Tax CalculatorSocial Security CalculatorPersonal Loan Calculator401(k) CalculatorAsset Allocation CalculatorSaving CalculatorInflation CalculatorStudent Loans CalculatorInvestment CalculatorCapital Gains Tax CalculatorHow Much House Can I Afford?
Rates & Accounts
Today's Mortgage Rates30-Year Mortgage Rates15-Year Mortgage Rates5/1 ARM Mortgage Rates7/1ARM Mortgage RatesRefinance RatesPersonal Loan RatesStudent Loan RatesBest CD RatesCompare accountsCompare CD Rates
Articles
Find an Advisor

Financial Security Made Simple

Connect with a vetted professional for a custom plan that meets YOUR needs.

    Take Retirement Quiz   
7 Crucial Mistakes Guide

How Our Free Service Works

1

Answer the EDU Educators Advisor-Match quiz.

2

Now we are on the clock!
We get to work matching you with the best available advisor.

3

Meet your new advisor
at no cost to you!

Take Retirement Quiz!

We Only Work With Vetted Professionals

All advisors on our platform are licensed and vetted, meaning they’re legally bound to act in your best interest. We partner with both local and nationwide firms.

We Are Here For You

We provide an easy, convenient way to find financial advisors in your area. Empowering you to decide which advisor is right for your financial situation.

No Obligation. No Hidden Fees.

Our service is completely free and it only takes a few minutes to get started. Don’t worry - you have no obligation to work with any of your matches.

Start working with a

FINANCIAL ADVISOR TODAY!

Get Started!

About

We are a provider of quality appointments for:

• K - 12 Employees
• Colleges
• University Employees
• Police & Fire Services
• US Military
• Federal, State & County Employees
• Municipal Employees
.... and more!

Our founders spent many decades as financial advisors. Now we have partnered with financial professionals across the country to provide folks just like you with access to quality financial education.

Our appointments are set based on a day and time convenient to you.

Schedule a tour to see Lynn's novel approach to physical therapy.

We are your one stop shop!

Looking for information on how to calculate your mortgage, our reviews on Quicken Loans or guides on home buying? We have it all here!

Our Calculators


Calculate your taxes and more with our calculators.

Use Our Mortgage Calculator

Our Reviews


Read our reviews on a variety of financial platforms.

Read Our Mortgage Reviews

Our Guides


Guides to help you tackle your financial problems.

View our Home Buying Guide

Get the help you need for your financial journey.

We’re here to help with any questions you have on your path to find financial security.

Need Help?

Get Matched For Free.

Get Matched

Retirement

Our tools and guides take the mystery out of retirement planning by answering some of the most commonly asked questions in a simple and approachable way.

Calculators

Advisors

  • Find a Financial Advisor Near You
  • What is a Fiduciary?
  • Working With a Retirement Advisor
  • Average Retirement Savings: Are You On Track?

Helpful Guides

Home buying & Refinance

Buying, owning or refinancing a home can be challenging. Our tools and guides help simplify the process, making it easier for you to make confident and informed decisions.

Calculators

Advisors

  • Find a Financial Advisor Near You
  • What is a Fiduciary?
  • Working With a Retirement Advisor
  • Average Retirement Savings: Are You On Track?

Helpful Guides

Taxes

Need help understanding your taxes? Our tools and articles are second to none and will help you find the tax information you need.

Calculators

Advisors

  • Find a Financial Advisor Near You
  • What is a Fiduciary?
  • Working With a Retirement Advisor
  • Average Retirement Savings: Are You On Track?

Helpful Guides

Banking

Choosing the right bank can help you save money and manage your finances. Our tools and guides will help you decide which bank best meets your needs.

Calculators

Advisors

  • Find a Financial Advisor Near You
  • What is a Fiduciary?
  • Working With a Retirement Advisor
  • Average Retirement Savings: Are You On Track?

Helpful Guides

FAQs

How much does a consultation cost?

Consultations are ALWAYS FREE!

What if I need to cancel an appointment?

You can cancel or reschedule an appointment via the link we provide.

Will my financial professional be familiar with my state pension & local district benefits?

Yes. Your financial professional is licensed and up-to-date with current benefits.

Are there any obligations?

No. There are absolutely NO OBLIGATIONS in connection with the service that we provide. You are under no obligation to work with the financial professional you are paired with. We are confident that you will be very happy with our service. If you have any questions feel free to reach out with your inquiry.

Contact Us

You have questions,
we have answers.

Get in touch with us today.

Are You A Financial Advisor?


We seek to match licensed & vetted financial advisors
with clients across the United States of America.


Join Today