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 Retirement Strategies for University Faculty and Professionals

Let us help you plan for your retirement, so you can focus on what’s important to you - your family, interests, and academic pursuits.

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Your employer-sponsored retirement plan, benefits, and investments can be complicated and confusing. Get the help you need.

Our extensive experience creating financial plans for university faculty and professionals brings a unique understanding to the retirement planning process. We provide clients with the insights, options, and acumen needed to optimize benefits and appropriately target timing and goals for retirement.

Informed, Comprehensive Answers to Your Most Pressing Questions

Our Process

What investment options in my university retirement plan are right for me?

Our History

Can I maintain my current lifestyle when I retire?

Our Values

How do I manage taxes in retirement?

Our Process

When is the best time to access my retirement savings and investments?

Our History

How do I provide an inheritance to my children and how much can I realistically leave to them?

Our Values

Should I consider a partial phased retirement? How will that impact my plan?


Whether you’re nearing retirement or ready for the next phase of your life, we can help you navigate the process with confidence.

Wealth Planning as Unique
as You Are

Our planning approach combines practical, hands-on experience with specialized insights into employer-sponsored plans. We create a financial plan tailored to your available options and retirement goals. We'll help you make informed financial decisions and provide ongoing guidance.

Investment Management Tailored to Your Industry – and Your Situation

We understand your investment options and tailor your investment strategy to your retirement income needs and goals. Plus, we’ll help free up your time by managing and monitoring your investments within your TIAA or Fidelity-sponsored retirement plan.

More Confident Financial Outlooks

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.



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.

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