University of Michigan Plan – Let’s Win!

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RFC Financial Planners has a winning tradition of working with the faculty and employees of the University of Michigan and the staff of Michigan Medicine in understanding their unique benefits and offerings.

Did you know that we can actively manage investment accounts for 403(b), 401(a), and 457(b) retirement plans including University of Michigan, Michigan Medicine, and other public universities, schools, and health systems that offer employer retirement programs through Fidelity and TIAA?

Connect with our team about what we may be able to do for you in enhancing your level of success!


Distributions from traditional employee sponsored retirement plans are taxed as ordinary income, and if taken prior to reaching age 59 1/2, may be subject to an additional 10% IRS tax penalty.

RFC Financial Planners is located at 5263 Plymouth Road, Ann Arbor MI, 48105

Securities offered through Cetera Advisor Networks, LLC member FINRA/SIPC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera is under separate ownership from and other named entity.

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