We help university faculty increase the amount of money they can expect in retirement, decrease anxiety as they approach the retirement years, maintain their desired level of income over what could be 25-30 years or more, and leave behind a financial legacy.
While we specialize in helping university faculty, we also work with high school teachers, physicians, pastors, engineers, accountants, small business owners, and clients from many walks of life. For individuals and couples, we will look at your entire financial picture — cash reserves, debt management, investments, protection and taxes — and ask targeted questions and listen closely to your answers. For small businesses and non-profit entities, our goal is to connect you with a cost- and tax-effective retirement plan that offers the right investment choices, and to provide personalized, educational services to employees.