WEALTH BUILDING STRATEGIES FOR COLORADO EDUCATORS

“As the husband of a proud educator, I understand the challenges teachers and administrators face. My goal for our firm is to provide a welcoming space for teachers to be the students and improve their financial lives through education.”

- Brett R. Polzin, CFP®, EA | Founder of Eight Peaks Wealth Management

Financial advisor for educators in Cherry Creek School District Brett Polzin

Empowering Colorado Educators with Smart Financial Guidance

As an educator, you give your all — and you deserve a financial plan that works as hard as you do. Whether you're navigating a school district's retirement system, saving for your child's college, or managing student loan debt, we’re here to help.

Key Services for Educators:

  • PERA & TRS pension guidance

  • 403(b), 457(b), and Roth IRA optimization

  • Loan forgiveness and repayment strategies

  • Education savings for your children

  • Summer income planning

Why It Matters:

Financial security helps you stay focused on what you love — teaching. Let’s build a plan that supports your classroom and your life.

Free Retirement Assessment in Parker, Colorado

Ready to learn more about building a successful retirement?

Click here to get your Free LEGACYSCULPT™ Retirement Assessment