Welcome to 403(b) Wealth plan
Every school year starts the same way: new faces, new goals, and a quiet promise to make a difference. Most educators spend years pouring into everyone else’s future, often without anyone helping them protect their own. That’s why 403(b) Wealth Plan exists. We help teachers and faculty write the next chapter of their financial story with clarity, confidence, and a retirement plan built to last long after the final bell rings.
You dedicate your career to shaping the future of others.
We’re here to help you shape yours.
Our Fundamentals
-
Pension Systems
How much and when can I begin
receiving pension benefits? Would you
be able to live on 60% of your income in
retirement? -
403(b) Advice
Supplements your pension to bridge the
income gap. Contributing can promote
Student Loan Fogiveness. Reduces
taxable income while creating
opportunity for compound interest. -
Individual Planning
Review retirement planning, guaranteed income, life insurance, long-term care, and previous employers plans.
Our Process
Intro & discovery
Review your current pension & how we will help fill any gaps in the plan.
investment review
Talk with our advisors about your financial objectives and retirement needs.
custom plan
Get a personalized 403(b) and retirement strategy tailored to your future.
Work With Us
Choosing the right partner for your financial journey matters. We specialize in supporting teachers, faculty, and school professionals with personalized retirement and investment planning built around clarity, honesty, and long-term security.
From your first consultation to your long-term goals, we walk with you every step—helping you make confident decisions that protect your future and the people who depend on you.
Our Advisors
-
Trey Wilbeck
Financial Advisor, Co-Founder
Experienced in 403(b) retirement planning, financial management, and guiding educators toward a secure future.
-
Jake Skala
Financial Advisor, Co-Founder
Specializes in helping teachers and faculty simplify retirement decisions through clear 403(b) strategies, long-term planning, and guidance built around confidence.
“Someone is sitting in the shade today because someone planted a tree a long time ago”
-Warren Buffett
Stay Informed.
Plan Confidently.
Subscribe to our newsletter for the latest insights on retirement planning, investment strategies, and current economic news.
Expert guidance straight to your inbox.