CONTACT
650-595-1791

Resources

Resources

Are you looking for answers about your current account status or retirement questions? As a trusted source for my clients, I offer useful websites and go-to sources of information to help you stay informed.

Client Account Access
CIRStatements
eMoney
403(b) Aspire

Frequently Asked Questions
Click here to access a comprehensive list of questions regarding retirement plans, annuities, fees, and taxes.

Resources for Educators and Public Employees 
CalSTRS – California State Teachers’ Retirement System
CalPERS – California Public Employees’ Retirement System
403bCompare – a list of approved vendors in California school districts
Social Security – official website of the U.S. Social Security administration

If you have a friend or family member who may benefit from my services, please encourage them to review my website or click here to print off information about the benefits of working with Todd Freeman.

 Sometimes the questions are complicated and the answers are simple. – Dr. Seuss

Copyright © 2022
Todd L Freeman