Working for a university is a position of pride and responsibility.
As independent financial planners, we specialize in actively managing university employee retirement accounts and creating customized, robust financial plans.
No Out-of-Pocket Costs
Because we can bill you directly from your plan’s assets, there is no out-of-pocket expense for this service! Have a look at this Participant Choice for more information about how this works.
Keep All Your Existing Accounts
Investment providers recognize the importance of independent financial advisors due to the value they bring to retirement plan participants. For that reason, you provider offers a service that allows university employees to receive advice from local, independent advisors. Therefore, when you work with us, your accounts remain with your investment providers!
Acting as Your Fiduciary
With proper paperwork documentation, we can also act as a fiduciary and change your investments on an ongoing basis.
One of the few firms in the area allowed to access and manage your university 401(a), 403(b) and 457 retirement plans, we’re able to act as your fiduciary. This means we’re legally obligated to put your interests ahead of our own.