Retirement Specialist at Appreciation Financial

Your Retirement
My Mission.

With years of experience helping educators and public servants secure their financial future, I bring personalized expertise to ensure your retirement works for you, not against you.

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Professional financial advisor meeting with client

500+ Happy Clients

Trusted by educators

1:1

Personal Service

Dedicated Service For Every Client

15+

Years Experience

Experience in Financial Planning

100%

Focused

On Educators & Public Servants

Everything You Need.
Nothing You Don't.

Personalized retirement planning designed specifically for educators and public servants.

Pension Analysis

Comprehensive review of your pension options, including survivor benefits, cost-of-living adjustments, and optimal timing strategies.

403(b) Optimization

Maximize your tax-advantaged savings with strategic 403(b) planning and investment allocation tailored to your timeline.

Retirement Income Planning

Create a sustainable income strategy that ensures your money lasts throughout retirement, including Social Security optimization.

Investment Management

Conservative, growth-focused investment strategies designed for educators approaching or in retirement.

Legacy Planning

Ensure your loved ones are protected with comprehensive estate planning and wealth transfer strategies.

Video conference call for virtual consultation

Virtual Consultations

Meet with me from anywhere. Flexible scheduling including evenings and weekends to accommodate your teaching schedule.

Pension Calculator

Get a quick estimate of your pension benefits. This simplified calculator helps you understand potential retirement income.

Quick & Easy

Get instant estimates with our simplified calculator

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What My Clients Say

Real stories from educators and public servants I've helped achieve retirement confidence.

Sarah Johnson

High School Teacher

"Dimitry helped me understand my pension options and saved me thousands in taxes. His expertise with teacher pensions is unmatched."

March 15, 2024

Michael Chen

School Administrator

"Finally, someone who understands the complexity of educator retirement planning. Dimitry's guidance has been invaluable."

February 28, 2024

Lisa Rodriguez

Elementary School Teacher

"The personalized approach made all the difference. I feel confident about my retirement for the first time."

January 20, 2024

Schedule Your Free Consultation

No pressure, no obligation. Just expert guidance for your retirement planning.

30-minute free consultation

Personalized retirement analysis

No-cost, no-obligation

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Your Retirement My Mission.