Services
Align Your Life and Your Retirement Investments
We will help you understand and maximize the benefits of your university retirement package, analyzing plan particulars and available options, and ultimately creating a comprehensive plan that aligns with your personal and retirement goals.
WHO WE SERVE
Retirement Strategies Tailored to
University Faculty and Professionals
Whether you’re just beginning to consider what comes after your career, approaching retirement, or ready for the next phase of your life, we can help you navigate the process with confidence.
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Tenured Professor, Nearing Retirement
With less than ten years until retirement, you’re concerned about the future. You want tailored guidance on assets, retirement options, lifestyle maintenance, and pending coverage changes to support the smooth transition into retirement.
Associate Professor, Saving for Retirement
While busy making contributions to your field and striving for a tenured role, you require support to maximize employee benefits, determine the right emergency fund, and select appropriate investments for your eventual retirement.
University Professional, Nearing Retirement
As you near your peak earning potential, you may not be sure if you've saved enough for retirement or, most importantly, when you'll be able to retire. You're seeking insights into the trajectory of your investments to get on track and retire with confidence.
Our Services
Wealth Planning As Unique as You Are
Accounting for every aspect of your unique financial life is critical to effective wealth planning. Our approach balances your goals, assets, and existing obligations with investment considerations for personalized financial strategies before retirement and beyond. This is all done against the backdrop of our deep experience working with other faculty and professionals just like you.
Retirement Planning
A personalized financial plan aligned with your retirement goals that adjusts as life events occur or plans change. This helps you stay on track and make informed decisions for the financial future you deserve.
Investment Management
A clear investment strategy and management of your investment accounts within your TIAA or Fidelity-sponsored retirement plan, offering tailored solutions whether you're currently employed or already retired.
Retirement Income
A plan to grow and monitor your retirement savings and investments, helping you build a reliable source of income to support your lifestyle throughout your retirement.
Tax Planning
Strategies to help minimize tax liabilities and maximize opportunities for after-tax returns, while focusing on investment options that target sustaining your desired quality of life.
Social Security Timing
Social Security timing decisions can be complicated. We provide clarity and help you maximize benefits through carefully considered benefit election timing.
Group Benefits Consult
From Long Term Care Insurance, Disability coverage and AD&D to Life Insurance and HSAs, we help you optimize your university benefits, based on your life, employment status and unique circumstances.
Our Financial Advisors
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Manage and maximize university-sponsored 403(b) and 457 plans
Share 20+ years of university retirement and investment planning insights
Help you live more freely today and retire with more confidence tomorrow
Working With Us
A Structured Process Built for Personalized Results
While there are commonalties across benefit plans and personal goals, everyone’s situation is unique. That makes financial planning a very personalized process and the plan we create is customized to you.
This starts with a brief call to get to know you better – your needs, goals, expectations, and financial situation. Then, we'll walk you through our services and support to see if we're the right fit for you.
Your Planning Experience
Listening & Discovery
We actively listen as we delve into the details of your life, aspirations, assets and investments while helping you organize your financial data.
Planning
Personalized
With a solid grasp of what’s important to you and where you are financially, we design a plan to align with your goals. Then, we meet with you to review and revise your plan, making sure it's easy to understand and the strategies align with your retirement objectives.
Finalizing &
Forging Ahead
After you've had time to review and reflect on our advice, we'll meet again to finalize investment recommendations and put your plan into action. From there, our team will personally guide you through our on boarding process.
Continuous
Care
As you and your family’s needs and earnings grow and change, we consistently engage, advise and support you, making adjustments to your plan accordingly.
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Comprehensive, Objective Guidance – Simple Pricing
As licensed financial professionals acting in a fiduciary role, we provide services focused on your best interests, approaching every engagement with this objective firmly in mind.
Our goal is to deliver clear value and comprehensive advice without complexity, so our fee is simple – a graduated percentage of the assets we manage.