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Higher Education and Public School Retirement Plans

Including Michigan State University and University of Michigan

As a public school, university, and college employee, your retirement assets and employer benefits can be some of the most important parts of your financial planning and future retirement income. Proactive management of these, as well other investments you hold, should all be taken into consideration as a whole to help ensure a financially independent standard of living in retirement.


We’ve had the pleasure of working with many great employees over the past 18 years and are knowledgeable with your retirement plan options at all of the above institutions. We can also manage or advise on your 401(a), 403(b), 457 plans as well as provide a pension analysis to individuals participating in a pension plan.

We offer:

  • Independent, objective, fiduciary guidance

  • Advice in an understandable and unintimidating manner

  • Over 18 years of investment experience

  • Ability to manage employer plans as well as investment held at outside investment companies

  • MPSERS Pension Analysis

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