University Retirement Plans: Including the University of Michigan, Michigan State University, and Wayne State University.

These assets are usually some of the most important parts of a university employee’s retirement income and should be proactively managed along with other investments to help ensure a financially independent standard of living in retirement.

We’ve had the pleasure of working with a lot of great university employees over the past 28 years and we are very familiar with the retirement plan options at all of the above universities. We’re able to manage your 401(a), 403(b), 457 and other retirement plans whether they are held at TIAA or Fidelity.
We have relationships with both TIAA and Fidelity that allow us to proactively manage your assets held there and we can even deduct our fee from these accounts on a pre-tax basis.

Add to this ability we can also manage your Retirement Plans from Beaumont Hospital and the University of Michigan. Retirement Plans. It is beneficial that your employer offers a wide range of investment options from both TIAA and Fidelity. As you know that how much you save, as well as how those accounts are managed will determine your standard of living in retirement. We can help you sort through the 401(a), 403(b) and 457 plans, the pre-tax vs. after tax implications, and which investment options may help earn you the best investment returns.

We offer:

  • Independent, objective, fiduciary advice
  • Over 28 years of investment experience
  • Interactive, updated retirement planning forecast
  • Daily investment returns on our client portal
  • Ability to manage your other family investments
  • Fees can be deducted from TIAA or Fidelity on pre-tax basis