Employed by a public university?

Having trouble understanding your retirement benefits?

We can help

The Problem:

You want to have great finances, but you may feel lost.

If you have ever looked at your employer plan and felt lost, confused, or intimidated… we get it! Your benefits may feel so broad it almost feels impossible to know if you are making the right decisions. Which accounts should you enroll in and how much should you contribute? How does my pension work? Am I eligible for Social Security? As a busy professional employed by a public university it may feel like you have no time to attend to these items. Even worse, you don’t have anyone to turn to in order to guide you properly.

The Plan:

“The Academic Approach to Wealth Management”

Our advisors are trained in the investment, tax, pension, and benefit considerations that affect public university faculty/staff. Unlike other firms, our clients get the benefit of working with a specialist in their situation. Our clients are professors, doctors, nurses, administrative staff and other professionals at universities in Ohio & Michigan. Our firm has worked with both public pensions systems and private employer plans.

The Outcome:

By utilizing University Wealth Advisors as your trusted advisory firm you can create clarity, abundance, and security in your finances. Clients may experience better investment performance, potentially reduced lifetime tax liability, and a comprehensive plan for their finances. If you are employed by a public university, you can gain a guide through the often turbulent times in the wealth building journey.

We look forward to helping you create wealth!