Call us  Phone Number: (214) -778-5645

Plano, Tx

About Us

Educators Advantage Group was designed to be an Independent Education Based Financial Services Organization. Our goal … to empower and enrich financial lives.

By working together we can find a plan that you can be assured will work for your family.

With access to over 150 of the world’s top financial companies Educators Advantage Group has the resources to help guide you through almost every aspect of your financial life.

Our goal is to help our clients balance key areas of their financial life. From wealth building to the retirement phase of life.

If you are in the wealth building phase of life, building towards retirement, we can help find balance between the cash flow necessary to meet the needs and desires of your current lifestyle and the dollars you need to be saving today to meet your future lifestyle requirements.

Together we will answer the four critical questions that most families need to know.

  1. What rate of return do you have to earn on your savings and investment dollars to be able to retire at your current standard of living and have your money last through your life expectancy?
  2. How much do you need to save on a monthly or annual basis to be able to retire at your current standard of living and your money last till life expectancy?
  3. Doing what you are currently doing, how long will you have to work to be able to retire and live your current lifestyle till life expectancy?
  4. If you don’t do anything different than you are doing today, how much will you have to reduce your standard of living at retirement for your money to last to your life expectancy?

Many families find themselves under tremendous financial pressure when they think about saving for their future and we help apply strategies that can reduce that pressure often without them having to change their lifestyle.

As you enter the retirement phase of life one of the most challenging questions most retirees have is “how long will my money last and will I run out?”  Working together we will develop a cash flow plan helping you answer those questions and develop strategies to protect your retirement.

Social Security is a cornerstone to most American’s retirement and shouldn’t be overlooked.  At Educators Advantage Group we will help you implement strategies to maximize your social security benefits helping you find a balance between mutual funds/stocks/bonds/insurance protection that is tailored to each individual’s or family’s needs.


Contact your Educators Advantage Group Advisor to get started.