Educating the Educators

Teacher Focused Advisors

Our Mission

Our mission is to help educators and their families feel confident about their financial future and prepared for retirement. We provide personalized guidance built around the unique retirement systems, benefits, and financial decisions teachers face throughout their careers.

From state pension and Social Security analysis to tax-free retirement income strategies and living benefits life insurance protection, we help educators clearly understand their options and make informed decisions with confidence. Our goal is to simplify the planning process, uncover potential gaps, and create a strategy that protects what they have worked so hard to build.

Educators spend their careers preparing others for the future. We are committed to helping them prepare for their own so they can move toward retirement with greater clarity, confidence, security, and peace of mind.

How We Serve You

Pension Review

Comprehensive Pension and Retirement Analysis

Retirement planning can feel overwhelming when your pension, Social Security, savings, taxes, and family protection all need to work together. You do not have to sort through those decisions alone.

Using TRAK retirement planning software, we bring your financial information together into one clear analysis. We then walk through the results with you in understandable terms, answer your questions, and help you see what your retirement may look like.

We look at your 403(b), 457, 401(k), IRAs, annuities, savings, and other retirement accounts to see how they work alongside your pension.

Your TRAK analysis helps compare your expected retirement income with your future needs, including inflation, lifestyle goals, and income for a surviving spouse. This can help identify possible gaps while there may still be time to address them.

Building a Complete Retirement Strategy

Depending on your goals and circumstances, we may help you explore:

  • Tax-free retirement strategies

  • Protected growth and reliable retirement income

  • Pension and Social Security timing

  • Survivor income planning

  • Life insurance and living benefits protection

  • Ways to strengthen or simplify your current retirement accounts

Our goal is to help you understand your choices and create a strategy that fits your priorities, budget, and retirement timeline.

Understanding You Pension Benefits

We review your pension service credit, retirement eligibility, estimated benefits, survivor options, cost-of-living adjustments, and the impact of retiring at different ages.

What to Expect

The first meeting allows us to learn about your career, benefits, accounts, family, and retirement goals. You do not need to have everything figured out before we meet.

We then prepare your personalized TRAK analysis and review it with you during the next appointment. We explain what the numbers mean, compare your options, and help you decide which steps may make sense.

There is no expectation that you make every decision at once. The process is designed to be comfortable, educational, and easy to follow.

Ongoing Support

Retirement planning is not a one-time event. Our commitment is to continue working with you and review your plan together at least once each year.

As your benefits, income, goals, or family needs change, we will help you understand how those changes may affect your strategy and keep your plan moving in the right direction.

By completing the process, you gain more than a pension estimate. You gain a clearer understanding of your future, a personalized retirement strategy, and ongoing support from a team that understands the unique needs of educators.


Reviewing Your Savings and Income Needs

Adding a Personal Touch

  • Thomas Jenkins

    REPRESENTATIVE

    Thomas, the founder of Teacher Focused Advisors, helps educators achieve a secure and fulfilling retirement. With expertise in financial planning and pensions for 10+ years, he has helped guide countless teachers through a confident transition from the classroom to their next chapter.

    A devoted husband to Carrie and father to Isabella and John Thomas, family is at the heart of his work. He also serves as a Deacon of his church. Thomas dedicates his time not only to his church but also to every educator he speaks with.

    Cell: 478-299-1194

    Email: thomasjenkins@teacherfocusedadvisors.com

  • Cooper & Maggie Smith

    REPRESENTATIVE

    Cooper and Maggie, the co-founders of Teacher Focused Advisors, are dedicated to helping educators build a secure and confident financial future. With a deep understanding of the unique retirement benefits, pension plans, and financial challenges that educators face, they provide tailored strategies to help teachers, administrators, and school staff maximize their financial potential.

    They are active members of their church, both college graduates, and are committed to giving back and serving educators—just as educators do for their communities.

    Cell: 256-530-5083

    Email: CooperMaggieSmith@teacherfocusedadvisors.com

  • Mike Yawn

    REPRESENTATIVE

    After a successful career as a principal, Mike now helps educators navigate their retirement journey. Understanding the unique challenges they face, he provides guidance on pensions, benefits, and post-retirement opportunities.

    Through personalized support and workshops, Mike empowers educators to transition confidently into a secure and fulfilling retirement.

    Cell: 912-536-1451

    Email: mikeyawn@teacherfocusedadvisors.com

  • David Levine

    REPRESENTATIVE

    David is a dedicated financial services professional specializing in retirement planning for educators and families. With years of experience across various disciplines, he offers personalized retirement solutions. Whether navigating state pensions, exploring tax-free retirement strategies, or maximizing existing financial foundations, David is committed to empowering clients with the knowledge and strategies they need to achieve a secure and fulfilling retirement.

    By tailoring financial solutions, he simplifies retirement planning, ensuring informed decisions for long-term success. Passionate about financial education, David provides honest, transparent advice to help families build a confident path to financial freedom.

    Cell: 859-229-0503

    Email: davidlevine@teacherfocusedadvisors.com

  • Marcia Martin

    REPRESENTATIVE

    With a passion for helping people secure their financial future, I specialize in retirement planning to ensure my clients never run out of money. I believe that a well-planned retirement is about more than just numbers—it’s about peace of mind, security, and the ability to enjoy life with loved ones.

    As a proud grandmother of two beautiful grandchildren, I understand firsthand the importance of family and financial stability. My mission is to help individuals and families build a legacy of wealth and confidence, so they can retire with dignity and security.

    Email: marcia@r6integritygroup.com

  • Beth Martin

    FINANCIAL SERVICES & RETIREMENT SPECIALIST

    Beth specializes in helping educators, school employees, families and small business owners navigate retirement planning, financial protection, and long-term financial strategies.

    With strong ties to the education community and a passion for serving those who serve others, Beth helps clients connect the dots between their pension benefits, Social Security, retirement accounts, and insurance protection. Through personalized guidance and complimentary retirement reviews, she helps provide clarity so clients can make informed decisions with integrity and confidence.

    A proud aunt to six amazing nieces and nephews, Beth believes that family is at the heart of every financial decision and is committed to helping clients protects what matters most.

    Email: BethMartin@teacherfocusedadvisors.com‍ ‍ or BethR6integrity@gmail.com

    Cell: 513-703-8953

  • Adam McDaniel

    REPRESENTATIVE

    As a retirement planning specialist dedicated to serving educators, I help teachers and school staff navigate the complexities of financial planning with clarity and confidence. From understanding pension options and 403(b) plans to maximizing Social Security and planning for healthcare costs, I tailor strategies to each individual’s goals and timeline. My mission is to ensure that every educator I work with transitions into retirement with the peace of mind they’ve earned through years of service.

    With a deep understanding of the unique challenges and benefits within the education system, I take pride in offering practical, compassionate guidance that empowers educators to make informed decisions about their financial future.

    Cell: 706-372-1316

    Email: adammcdaniel@teacherfocusedadvisors.com

Client Reviews

  • "Everyone that I worked with was super helpful and very informative about all the different questions I had. I would 100% recommend scheduling a meeting if you have ANY questions about retirement."

    Shaunte Henderson

  • They're teachers life saviors! They helped me finally understand how my retirement worked better than anyone else in my 27 years of service. Thank you!

    Sarah Smith

  • "Mr. Thomas has been a Godsend. He has gone above and beyond in helping me understand the best way to prepare for my retirement. I was able to get an understanding of financial terms that used to intimidate me. I feel relaxed about my future because of his humble servanthood. "

    Shandra Randall

  • "Very informative and helpful. 10/10."

    Maurice Brown

  • "1000% recommend scheduling a meeting even if you just have a few questions. They helped me create a clear and concise plan."

    Suzanne Foster

  • "Cooper was fantastic and helped me create a plan for my future that gave me confidence in where I was headed!"

    Jeronda Cade

  • "11/10. You provided me with a lot more information and facts than when I met with the state. Every teacher should be sitting down and having these conversations"

    Judi Battle

  • "Thomas is very knowledgeable and professional with a personal touch. He does an excellent job of explaining programs and benefits in terms you can understand. He is very organized with planning meetings and details of the meeting from previously discussed, to quick review and the addition of new information. "

    Lynette McCoy-Williams

  • "Extremely helpful and knowledgeable. Couldn't have asked for better help."

    Sabrina Barintine

  • "It was helpful but kept me on for longer than I wanted. 8/10."

    David Darden

  • "It was extremely helpful and extremely appreciated. We feel confident about our retirement now."

    Linda Lavin

  • “This was extremely helpful. They lived up to the motto, “educating the educators.” I have been teaching for 25+ years and learned more in three meetings about retirement than the past 25 years.

    Lisa Mastronni

  • “Having these meetings will allow me to retire with confidence now. Before, retirement was extremely intimidating for me, but now, I look forward to retiring because I understand what I need to do to put myself in the best situation possible. Thank you guys so much!”

    Patricia Phillips

  • This was extremely helpful and educating. I would high recommend scheduling a meeting with this organization.

    Michael Young

  • This meeting was more informative than expected. I originally believed that he would try to sale me something but he really educated me and helped me understand my retirement.

    Elias Carter

  • "Meeting wit Cooper has been an absolute game changer for me. He helped me identify the gaps in my planning and fill in those gaps to ensure I can retire with dignity!"

    Emily Patterson

  • "I really enjoyed the meetings with this group. It was very educational and helpful. I created a plan that gives me a peace of mind about my retirement."

    Mark Reynolds

  • "Super informative and was able to answer all of my questions."

    Iman Ibrahim

  • "Thank you so much for taking the time to meet with me. I learned a lot and feel much better about the process of retirement."

    Vickie Occhipinti

  • "Highly recommend. Thanks for the help!"

    Moses Afful

  • They helped me set up my retirement the way I wanted it. I appreciate the time and look forward to speaking and working with them for years to come.

    David Brown

  • Extremely nice and informative. In and out with much accomplished in 30 minutes!

    Laura Jackson

  • 5 star rating. Thank you.

    James Mcbrayer

  • Before meeting with Beth, I felt overwhelmed trying to understand my pension, retirement benefits and whether I was truly on track for retirement. Beth helped me put it all together in a way I understood. For the first time, I walked away feeling like I had a clear picuture of where I stand and what steps I should consider next. There was never any pressure just honest and open education and guidance tailored to my situation. THANK YOU Teacher Focused Advisors for what you do!

    Michelle C. 5th Grade Teacher Massachusetts

  • Every educator should have a conversation with Beth at least once. The peace of mind and the clarity alone made the meeting worthwhile.

    Tom- Soon to be retired teacher planning for the future.

Leave us a review!

We take great pride in assisting everyone that we come in contact with. Let us know how we did and how we can improve!

Schedule Here

Click Here