School Distict 403(b) Programs

As an authorized agent, Consolidated Financial Management & Tax Service offers tax, investment and retirement planning to all employees working in the following school districts:


Chippewa Valley


Warren Consolidated

Warren Woods

We offer suitable investments that allow you to defer taxation on the income from contributions into your Tax Shelter Annuity 403(b) program provided by  your school district. Give us a call to see how much you are eligible to contribute, and what it means in tax savings. Also, learn the power of a monthly systematic savings plan.

Whether you are near retirement age, or a new enrollee, we can show you how to maximize your savings and growth potential.