The retirement plan you actually understand
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.
Fundamentals
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Pension Systems
How much can you receive and when can you begin pension benefits? Would you be able to live on 60% of your income in retirement?
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403(b) Advice
A 403(b) plan supplements your pension to bridge the income gap in retirement. Contributing promotes Student Loan Forgiveness, Reduces Taxable Income, and creates opportunity for Compound Interest.
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Individual Planning
Review your retirement plan, guaranteed income, tax strategies, life & health insurance, and previous employers plans.
Our Process
Intro & discovery
Review your current pension, timeline, & how we help fill any gaps in the plan.
Investment Review
Visit with our advisors about your financial objectives and retirement needs.
Custom Plan
Get a personalized 403(b) and retirement strategy tailored to your future.
Meet the Team
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Trey Wilbeck
Financial Advisor, Co-Founder
Expert in retirement planning, social security, investment management, and taxes in retirement.
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Jake Skala
Financial Advisor, Co-Founder
Specialist 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.
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