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Bringing Clarity To Your Future

Working with Academic Professionals

Our extensive experience working with educators and academic professionals from various universities and colleges allows us to help our clients navigate through the unique options within their retirement plans. We quickly help determine how to best utilize (or convert) 401(k), 403(b), 457, TRA, IRA accounts, and other investment vehicles while maximizing tax deductions and charitable contributions.  

Universities and Colleges We've Partnered with:

Augsburg College

Bethany Lutheran College

Bethel University

Carleton College

College of St. Benedict

College of St. Scholastica

Concordia College

Gustavus Adolphus College

Hamline University

Macalester College

Minnesota State Colleges and Universities

St. Olaf College

St. Paul Academy and Summit School

St. Catherine University

St. John's University

University of Minnesota

University of North Dakota

University of Northwestern, St. Paul

University of St. Thomas

University of Wisconsin