JMU Faculty & University Professionals
JMU Faculty & University Professionals
We specialize in working with faculty and professionals affiliated with James Madison University and the Harrisonburg community. Our office is located near JMU in Harrisonburg.
Key Challenges
- Understanding VRS / pension benefits
- Managing 403(b), 457 and ORP plans
- Retirement timing decisions
- Coordinating pension + investments
How We Help
- Pension analysis and optimization
- 403(b) investment review
- Retirement income planning
- Long-term financial strategy
Our office is located just a few blocks from JMU, and we regularly work with members of the university community.
FAQs
Is my pension enough for retirement?
Often not — most clients benefit from additional planning.
How should I invest my 403(b)?
We help review your allocation and provider options.
If you’re part of the JMU community, we’d be happy to connect locally.
Schedule a free consultation with one of our advisors today, or learn more about what to expect in your first meeting.
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