What investment options in my university retirement plan are right for me?
Can I maintain my current lifestyle when I retire?
How do I manage taxes in retirement?
When is the best time to access my retirement savings and investments?
How do I provide an inheritance to my children and how much can I realistically leave to them?
Should I consider a partial phased retirement? How will that impact my plan?
More Confident Financial Outlooks
Preparing for retirement, managing investments, and navigating risk can be overwhelming. Our ongoing support means you'll have a dedicated team to educate and guide you, so you're in confident control of your financial situation and well-being.
OUR TEAM
Ideal Experience, Personal Focus
University faculty and professionals have trusted our team to manage assets and coordinate their employer-sponsored plans in support of their financial futures for more than twenty years.
Committed to service, integrity and collaboration, we provide financial clarity and consistent, long-term guidance and support for your investments, your finances, your family and your life.
Discover the Hidden Benefits in Your University of Maine Employment Package.
As a University of Maine employee, you have access to benefits designed to enrich and support your personal and professional life while helping you prepare for retirement.
Are you making the most of your University of Maine benefits package?
