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2038 Vermont Drive, Suite 107a, Fort Collins, CO 80525

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Financial Planning for Educators

Helping Educators Retire with Confidence

At Goodwin Petrilli Financial, we specialize in helping Colorado educators make the most of their retirement benefits and investment options. Your financial life is unique — from the structure of your PERA pension to the optional 403(b), 401(k), and 457 plans available through your district — and understanding how these fit together is key to maximizing your retirement income.

We bring clarity to the complex world of educator benefits so you can focus on what matters most: teaching, leading, and enjoying your life with confidence about the future.

Why Educators Choose Goodwin Petrilli Financial

Why Educators Choose Goodwin Petrilli Financial

Deep understanding of Colorado’s educator retirement systems and district plan options.

Independent, fiduciary advice* focused solely on your goals.
Modern tools and clear visuals to help you see your entire financial picture.

Support that evolves with your career — from your first classroom to retirement and beyond. Our business is built on a foundation of thoughtful client relationships.

Our Process

Our Process

PERA Pension Optimization: Ensuring you understand your lifetime benefit and how it integrates with your broader retirement plan.

Investment & Savings Strategies: Coordinating your 403(b), 401(k), and 457 plans for tax efficiency and growth.

Retirement Income Planning: Creating a smooth transition from paycheck to pension and supplemental income.

Social Security Planning: Clarifying how WEP and GPO may affect your benefits and retirement timeline.

Account Consolidation: Simplifying old accounts or rollovers when changing schools or districts.

Education-Focused Guidance: Providing advice tailored specifically to the retirement systems and benefits educators rely on.

*Registered reps are only legally obligated to act as a fiduciary in advisory relationships. Registered reps are not legally obligated to act as a fiduciary in brokerage only relationships.