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For University Professors and Employees

We have an intimate understanding of the needs of Arizona university employees. In fact, we have been helping University professors pursue their financial and retirement goals for more than three decades, a commitment that is unmatched in our industry.

Thanks to our dedication to serve, our ongoing education, and our commitment to this niche market, we can advise you on many of your planning questions and concerns, including:

  • How can I develop a withdrawal strategy for my Arizona State Retirement System plan (ASRS), my pension, or my 403(b) plan?
  • I have an ORP or 401(a) plan. How does this change my retirement savings journey?
  • As a member of TIAA, I have a unique set of retirement planning tools. How can the professionals at your firm help me?

Our team of advisors can show you how to incorporate your university 403(b), 401(a), ORP, 457 plans, and personal IRAs into customized financial strategies designed to lessen your taxes, protect and grow your assets, and build lifetime independence.  We can also advise you about your other, non-retirement investments. 

With our professional, independent guidance you can plan for an active retirement in which you can travel, continue your research, or fulfill lifelong dreams without having to worry about running out of money. Contact us today to get started.