Diversified Retirement Corporation operates at the intersection of financial planning and social services, with a specialized focus on helping public-sector employees—particularly those in education and government—secure their financial future. The organization offers comprehensive retirement planning support tailored specifically to the unique needs of teachers and administrators, guiding them through pension systems such as New York State’s TRS and ERS. Leveraging more than 40 years of experience, Diversified Retirement Corporation simplifies complex retirement systems, ensuring clients understand options like 403(b) or 457(b) plans and Social Security coordination.

What sets the firm apart is its emphasis on educational outreach: they conduct workshops and one-on-one consultations focused on both retirement planning and financial literacy. They are known in the K–12 community for their deep understanding of school district benefits and their ability to help public employees make informed decisions about retirement and healthcare. The organization also stays actively engaged in the communities it serves by offering seminars at schools and hosting informational webinars for public sector workers. Their team of advisors is licensed and trained to provide unbiased, client-first financial guidance.

Key Services:

– Personalized retirement planning for public-sector employees
– In-depth pension system guidance (TRS, ERS, etc.)
– 403(b) and 457(b) investment strategy advice
– Social Security and Medicare planning support
– Workshops and educational seminars for schools and unions
– Transition planning for pre- and post-retirement life
– Benefit option analysis for public educators and administrators