Global resources, focused service, tailored solutions
Universities provide generous benefit plans to their faculty and staff. However, it is up to the employees to manage their own situation and make decisions that impact a lifetime. Carson Advisory specializes in helping you make the best decision for you and your families.
For more than 60 years, Carson Advisory has worked closely with University Professors and Administrators to better their financial lives. Our decades of experience mean we understand and know how to work within the unique opportunities available to University Professionals. We are there with you from the signing of your first contract to the settling of your estate.
Examples of Services:
- Analyzing Student Loan Repayment Plans
- Tax Aware Investing
- ORP vs TRS options
- Social Security Strategies
- Secondary Income Planning
- Charitable and Legacy Giving
- 403b and 457 options
- Career Advancement Analysis
- Retirement Planning Presentations
Contact us to learn more and to be added to our presentation invite list.