Precept Wealth Management invites you to attend a retirement seminar to learn about the Teacher Retirement System of Texas (TRS) and plan for your retirement before the close of your career (during your last five years of service) as an active educational employee.


Over the course of their careers, the advisors of Precept Wealth Management have assisted many employees and retirees of an assortment of employers.  However, we have found that many of the individuals and couples we have worked with have a commonality of employers to whom they have been employed.  Because of this, the advisors have cultivated knowledge and understanding of employee retirement plans and options made available that in turn has created a “specialization” in the understanding of the intricacies of employer-sponsored plans.  One company the advisors at Precept Wealth Management are very familiar with is the Teacher Retirement System of Texas (TRS). 

For years, employees and retirees of TRS have relied on us in providing guidance, investment strategies, and solutions to their needs.  We have worked hard together building retirement income planning and investment modules that fit clients’ unique life situations.  Experienced through years of working with individuals and couples and their TRS retirement plan, Precept Wealth Management has positioned itself as top of the class as Texas Teachers Retirement System advisors.  Whether you’re looking for guidance on saving towards a future retirement, or you are close to retirement and need advice on the best method to transition your retirement plans for your unique situation, the authentic advisors at Precept Wealth Management are committed to serving you, your family, and your best interest.

Serving & Retiring teachers in the State of Texas for over 23 years!

Click here for our exclusive video series walking you step by step through the TRS retirement process.

Educational Videos of Interest

Teacher Retirement System of Texas Member Services: 1-800-223-8778
My Benefits Access: MyTRS Benefits Calculator

https://www.trs.texas.gov/Pages/active_member_retirement_request_for_estimate.aspx

Not sure where to begin, start by completing this form to receive a free consultation

*Please note that Precept Wealth Management is a separate financial advisor firm and we are not affiliated with the company/organization.

Retiring From TRS - Digital Workshop