University Professionals
As a University Professional, you’ve spent countless hours preparing young people for their futures, which may mean you’ve had less time to prepare for your own. When you begin to think about the next phase of your life you may have questions about your finances that you have not had to think about before.
- Should I accept a contract buyout?
- What should I do with my TIAA- CREF*, Fidelity*, or any other retirement plan?
- How will income from royalties, consulting or part-time teaching affect my taxes and benefits?
With over twenty years of experience, we can help you develop a financial strategy that reflects your unique choices, and puts you on a path to the retirement you want.
(*TIAA-Cref and Fidelity are not affiliated with LPL Financial.)
Schedule a free consultation with one of our advisors today, or learn more about what to expect in your first meeting.