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Financial Planning Services for TASA Members

Because your financial well-being is essential today and in the future, all TASA Active members* are eligible for a variety of important financial planning services at reduced rates, including two free hours of financial consultation paid by TASA.

Through a special arrangement with longtime TASA Corporate Partner TCG, Active-category members may get assistance with:

  • aspiring superintendent support
  • interview prep
  • contract negotiation and implementation support
  • board trainings on contract issues
  • compensation/pension analysis
  • compensation questionnaire assistance
  • financial planning services provided by a certified financial planner and/or other appropriate designation
  • credit coaching
  • tax planning/preparation provided by tax professionals
  • estate planning by estate planning experts
  • college planning
  • transition/continuity planning

To access these services, TASA Active members should contact Maria Cruz at 800.725.8272 ext. 2113.

*Eligibility Requirements: Must be a TASA Active-category member. The following categories of members are NOT eligible for financial planning services: higher education, state agency, state association, student, associate, honorary life.

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