Wealth Management for College Professors & Administrators

Being rich is having money; being wealthy is having time. 

We specialize in financial consulting and planning for college professors and administrators concerned about preserving their wealth and maintaining their lifestyle throughout retirement. 

As a retired (or soon-to-be-retired) educator, you have unique concerns that require strategic planning from advisors who specialize in working with people like you. You need a structured, holistic process that brings all the pieces of your financial life together. 

If you are already retired, you may be wondering,

  • If the market tanks, will I still have enough money?
  • If I live to be 105, will my money last?
  • How can I make my investments more tax-efficient?
  • How will I pay for health care expenses not covered by Medicare or insurance, like long-term care?
  • How can I transfer my wealth to the next generation?

If you are retiring in the next five years, you may be asking,

  • Should I retire now, or should I wait? 
  • Should I retire and return to work?
  • What option under SCRS should I take? 
  • When should I take Social Security?
  • Will my retirement income be enough? Will it last?
  • What should I do with my TER funds, 401(k), or 403(b)?

Imagine how liberating it can be to answer questions like these. You will love our research-based, academic approach to planning, including our investment strategy, which is guided by the most influential academic minds in the field of economics and behavioral science.

Second Opinion Service (S.O.S.)

Sometimes investors take a cursory look at their investment statements and conclude that "everything looks good to me!" Only later to discover they are taking more risk than they should, or paying too much in hidden fees, or earning less than they could. If you believe that obtaining a second opinion is wise,  please fill out the "Have a Question?" form to the right, or give us a call at (843) 647-7270 and ask about our Second Opinion Service (S.O.S.).  Learn more about our S.O.S. here

"It ain't what you don't know that gets you into trouble. It's what you know for sure that just ain't so." - Mark Twain