Retirement Planning for Texas Educators

A fiduciary-led firm providing the planning expertise behind Wealth for Teachers.
Helping Texas educators make confident retirement decisions through education, clarity, and long-term income planning.
  • Fiduciary-based planning
  • Education-first approach
  • Serving Texas educators for decades

Texas educator? Start here: Wealth for Teachers — TRS planning tools and next-step guidance.

Built by Educators. Backed by Decades of Experience.

Outside the Box Financial Group brings over 40 years of experience helping educators plan for retirement, with a deep focus on income planning, tax efficiency, and long-term financial clarity.

Wealth for Teachers was created by LG Canales, a former Texas public school educator with 16 years in the classroom, to help teachers understand their TRS pension, retirement timing, and income options before irreversible or costly decisions are made.

This combination of first-hand classroom experience and decades of fiduciary planning expertise allows us to guide Texas educators with clarity, empathy, and precision.
  • Former Texas educator who understands TRS from the inside
  • Decades of retirement income planning experience
  • Education-first, no-pressure fiduciary guidance

The Parent Firm Behind Wealth for Teachers

Wealth for Teachers is an educational platform created and supported by Outside the Box Financial Group.

The platform exists to help Texas educators understand their TRS pension, retirement timing, and income options through clear, accessible education.

Outside the Box Financial Group provides the fiduciary oversight, planning expertise, and long-term strategy behind the platform — ensuring educators receive guidance grounded in experience, education, and fiduciary responsibility, not product sales.

Why Educators Choose Outside the Box Financial Group

  • Educator-focused retirement planning built around TRS rules
  • TRS + supplemental income strategy (403(b), Roth, and taxable coordination)
  • Tax-aware retirement income design for pension households
  • Education-first, fiduciary guidance not commission driven advice

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