We proudly serve a large number of University of Michigan employees and retirees. We also have several clients from other in-state and out of state Universities and colleges.
- We have strategic relationships with both Fidelity and TIAA-CREF so we can better partner with you to plan for your retirement.
- We understand your 401a, 457, and 403b plans at TIAA-CREF and Fidelity and can help you navigate the hundreds of investment choices available through the University of Michigan plan.
- We can help you decide whether contributing to a 457 plan makes sense for you.
- Both Savvas and Irfan are former employees of the University of Michigan and have active retirement plans there.
