We have had the privilege of guiding numerous professors, deans and others in education, applying a consultative approach to managing the complexities that accompany wealth.

We understand the challenges professors face and how to help you get the answers you need to make decisions about your retirement, investments, insurance and your estate. As your life changes, we’ll be here to help you redesign a financial strategy to meet your future needs. For us, each situation presents a challenge and an opportunity to make smart, pragmatic financial decisions.

As an independent practice, we are not affiliated with or compensated by any university vendor. We can consider using each vendor’s products. This allows us to design your portfolio without product bias. We work for you and in doing so select investment options best suited to your needs.

You've spent a lifetime educating others. Let us educate you and help you make the most of your hard work and your money.

Services Include

  • Comprehensive Planning – Goal Prioritization
  • Retirement Planning Review and Pension Review, where applicable
  • Benefits Review and Supplementation through Private Insurance: Life, Disability and Long Term Care
  • Legacy Planning and Wealth Transfer 
  • Personal goals outside the University