Create your plan today

Our professionals are NEA Retirement Specialists. With over 17 years of experience working with educators, we have experience with pension planning & 403b supplemental programs.

17+ years of experience

NEA Partner

403b program knowledge

The process of working with us

Take a look at what it's like

Step 1

Meet With Us

You'll work one-on-one to create a plan tailored to you. You will detail your current financial life and discuss where you want to be.

Step 2

Develop Your Plan

After your meeting, our team will create a customized plan. This plan will account for what we discussed in the meeting and be tailored to your needs.

Step 3

Update Your Plan

After we deliver your plan, we will meet periodically. This is where we make updates, account for life events, and discuss any uncertainties.

The Benefits of Utilizing retirement planning

Learn wealth-building strategies

Tier to your financial goals

Build a legacy

"The personalized program that we can provide is a roadmap to working towards your financial goals."

-James Edleman; Founder

You're only one step away

Let's Talk!

Schedule your FREE financial consultation.

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Investment (Build)

Risk Management (Protect)

Securities and Advisory services offered through GWN Securities, Inc., Member FINRA/SIPC, a Registered Investment Advisor. 11440 N. Jog Road, Palm Beach Gardens, FL 33418. (561) 472-2700. Pacific Way Wealth Management and GWN Securities, Inc. are separate companies.