We are the area’s first choice for Professors and University Employees. We have a combined total of 45 years working with University plans through TIAA and Fidelity.
Professors have unique needs that are not traditionally satisfied with working directly with TIAA or Fidelity. This is why we partner with both TIAA and Fidelity to create solutions to your goals, creating confidence in what you need today, and in the future.
We are so confident in what we provide, we give away your financial plan for free. This can cost up to $20,000 at other firms.