University of Michigan Faculty & Employees and Michigan Medicine Staff

Our team of financial planning professionals has many years of experience working with the faculty and employees of the University of Michigan and staff of Michigan Medicine in understanding their unique benefits and offerings. While not limited to, here are some examples of professions at U of M and Michigan Medicine that we can serve as clients:

  • Physicians
  • Nurses
  • Administrators / Executives
  • Researchers
  • Professors
  • Medical Technicians
  • Athletic Staff
  • Human Resource Professionals

We offer the following:

Financial Planning

Together we will build a comprehensive financial plan

Investment Management

We manage investments 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.

Advice & Guidance

We offer advice and guidance to help you understand the benefits offered by your employer