About Us

Our Story:

About Teacher Prep

When Andrew Kerper turned in his notice that he was leaving his full-time teacher position after 10 years of service, he had an experience that was not at all unusual. He contacted his central office and was sent a booklet of information. That was it. There was no checklist; just many different benefits decisions to make and lots of easy-to-miss deadlines.

There was no advisor to consult with during planning periods, days off, or after hours to answer some of his many questions, including questions about the pension system, sick leave payout, how to continue his health insurance, or whether or not his combined pension, 403(b) account, and Social Security would actually cover his retirement income needs.

As a result of this experience, Andrew became determined to help teachers understand their benefits, learn about the many components of a retirement plan, and help them make wise decisions about their own retirement benefits well in advance of the day they would need them.

Fast forward to today’s Teacher Prep. We are here to help teachers understand their benefits, retire, and stay retired.
Get to Know Andrew
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Independent, Fiduciary Advice

As an independent, fiduciary firm, we aren’t obligated to a home office or stuck with a limited list of products or solutions. We have access to a universe of financial instruments from dozens of institutions that we can utilize to help you. And besides the SEC and financial regulatory agencies, you are the only one we answer to. Teacher Prep is organized as a fee-based firm with a legal fiduciary duty to our clients which means we must do what is in your best interests at all times, even if it doesn’t benefit us at all. And that’s the way we like it. Teachers are an incredibly important part of American society, and you are our focus.

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Services at Teacher Prep

As a highly-educated professional, of course you could do your own retirement planning. But at Teacher Prep, we’ve got the experience on both the teacher side as well as the financial side that you can rely on throughout the years to help you get to retirement, quit teaching, and stay retired. We are passionate about helping teachers and we work hard to optimize your benefits, plan for lasting retirement income from multiple sources, and mitigate retirement risks including longevity, rising health care costs, taxation, market risk, critical illness risk, and many more. Each teacher is unique and your retirement plan is tailored specifically to you and your lifestyle goals. Here are some of the services we provide as part of your custom retirement plan.

Estate Conservation Strategies
Critical Illness Planning
Tax Return Preparation
Retirement Income Planning
Social Security Planning
Insurance Solutions
Pension Planning
403(b) Planning
Annuities
Tax Planning
Investments / Investing
Benefits Consulting