We understand that your financial goals are as unique as your personal and professional journey. Classroom, consulting, and clinical roles can create complexity in your future plans. For decades, we’ve tailored our independent investment strategies to help members of the higher education community meet their financial goals.
We offer the following services:
Our financial planning process is highly personalized and centered on the priorities that matter to our clients — from planning well for retirement to effective budgeting strategies and legacy planning. We are fiduciaries, and each step of our financial-planning process reflects our clients’ best interests at all times.
Based on your age and risk tolerance, we work with you to review products to help you stay on financial track, secure income after retirement, and manage life’s curveballs