Over 10,000 Retirement Plan Participants throughout the Nation

403b/457 Accounts and Public Pension Financial Planning Advisors

Financial planning advice for working and retired teachers, education employees, military members, federal, state and local government employees, and medical professionals

Public Sector Investor

"Better financial outcomes for public sector employees."

Public Sector Investor is a national service provider that specializes in education and financial planning solutions for public sector employees including those with 403(b)/457 accounts and pensions. We believe that education employees, military members, medical professionals, federal state and local government employees deserve to be informed and educated as it relates to their investment options. Our goal is very simple: to educate public sector employees for the purpose of providing better financial outcomes.

Attend our FREE webinar with industry experts to learn more about your pension and benefits

During our webinar you will learn more about:

  • Critical information that may be missing as it relates to your investment options
  • Why a true Fiduciary is important for you
  • 403(b)/457 accounts (Public Employee Retirement Plans)
  • How to avoid mistakes that could cost you big time
  • How to make simple changes today to improve your financial future
  • What is happening with public pensions

Register today!

We want teachers/faculty to be made aware of these options and understand where they are today. Listen to our short webinar to get insights from industry experts.

Your Risk Number

Get your FREE Risk Number!

Speak with your advisor about your Risk Number or contact us to learn more.

To get a reward, investors must be willing to accept some risk. That is the fundamental trade-off of investing; risk is involved with almost any investment.  Watch a short video to learn how powerful knowing your Risk Number can be. It takes five minutes and will help you manage your risk throughout your life. 

Call and Speak With Us Now 952 .835.4295

YOU WILL BE TALKING WITH A SENIOR FINANCIAL PLANNER EXPERIENCED WITH PUBLIC SECTOR FINANCIAL PLANNING.

Who We Serve

If you have been a public employee with a pension and/or a separate investor account...you are our primary focus.

schools

We work with new, current, and retired teachers.  We seek to educate and provide the right solutions to all clients.

Financial Planning for Education Professionals

military

We work with new, current, and retired military members.  With military members as part of our team, we know the situations you may face and can help you prepare for them.

Financial Planning For Military Members

federal-government

We work with new, current, and retired federal government employees. With years of experience working within the Governmental system, we have the tools to help you succeed.

Financial Planning for Federal Government Employees

Business people in a video call meeting

We work with new, current, and retired state and local employees. Whether you are a Police Officer, Fire Fighter or work for the county, we have the answers and tools to help you succeed financially.

Financial Planning for State/Local Government Employees

medical

We work with new, current, and retired medical employees. We know how hectic your schedule can be and we can give you the financial confidence and freedom to focus on the important things in life.

Financial Planning for Medical Professionals

What are Better Outcomes?

"Better financial outcomes for public sector employees."

Our goal is to provide a better outcome for our clients. To develop and manage a better outcome for your retirement by preserving capital and growing your investments.

Our investment philosophy focuses on three key objectives:

  • Increase Your Retirement Income
  • Lower Your Costs
  • Lower Your Investment Risk

In a highly volatile investment world, how can you build a plan for long-term success? What does it take to sift through thousands of investment opportunities and identify the relative handful that compliment your specific goals, time horizon, and risk tolerance? That’s why Public Sector Investor has a formal investment committee that meets weekly to select, monitor, and replace investments. The overall goal is to always be invested in the top subcategories and funds within those categories.

Schedule Your Free 15 Minute Phone Financial Review Today 952-835-4295

YOU WILL BE TALKING WITH A SENIOR FINANCIAL PLANNER EXPERIENCED WITH PUBLIC SECTOR FINANCIAL PLANNING.

What is our Fiduciary Process?

"Better financial outcomes for public sector employees."

All advisors at Public Sector Investor serve in a fiduciary capacity and we have developed key principles to guide advisors when acting as a fiduciary. The principles are collectively called the FiduciaryShield™ Promise and each advisor goes through an education process and formally commits to uphold these covenants.

Our FiduciaryShield™ Promise is to always:

  • Give 100% accurate, complete, straightforward & timely information about your investments.
  • Act in your best interest when selecting, monitoring, and replacing investments in your portfolio.
  • Avoid conflicts of interest and disclose all material facts.
  • Ensure that costs are fair and reasonable.

Call and Speak With Us Now 952 .835.4295

YOU WILL BE TALKING WITH A SENIOR FINANCIAL PLANNER EXPERIENCED WITH PUBLIC SECTOR FINANCIAL PLANNING.

Red Papers

Commonly referred to as White Papers, yet our Red Papers are filled with investing knowledge you will not find elsewhere.

Variable Annuities are Bad

Learn why Variable Annuities in your employer retirement account may not make sense.

Investor Personality

Learn what an investor personality is and what it can do for you and your investments.

Why Hire a Fiduciary Advisor?

Learn what a true fiduciary can do for you and your investments.

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