University Faculty & Staff

Our Specialty

Our Specialty

Our experience with the University Community is unparalleled. Having experience working with faculty and staff is what we do and includes the University of Michigan, Michigan State University, Eastern Michigan University and a host of other universities across the nation.  Here is just a sampling of some professions with whom we work:

  • Professors
  • Physicians
  • Nurses
  • Attorneys
  • Social Workers
  • Maintenance Technicians
  • Medical Technicians
  • Administrative Professionals
  • Human Resource Professionals
  • Audiologists
  • Athletic Coaches
  • Lab Technicians
  • Researchers 
What...

What...

Using our approach, we provide guidance in the following areas:

  • Assistance with election and utilization of Group Benefits (both inside of and outside of Open Enrollment)
  • Investment management 
  • Advice on saving to various retirement plans available
  • Customized planning related to various Collective Bargaining Agreements