ACADEMICS
Working with Educators and 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:
Below is a short list of universities and colleges that we have partnered with over the years.
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