Make the most of your retirement Plan Options
With over two decades of experience, Guardian has become a trusted advocate for many tenured staff members of higher education. Our team helps our clients who work at these organizations get better outcomes by offering professional fiduciary advice that is independent from an on-site commission-based sales person.
We quickly determine how to best maximize (or convert) their 401(k), 403(b), 457, TRA, or other retirement plans while maximizing tax deductions and charitable contributions. We understand the unique features of each retirement plan and help make the most of the benefits and options available.
Below are a handful of the university and college retirement plans we have guided our clients through:
Bethany Lutheran College
College of St. Benedict
College of St. Scholastica
Gustavus Adolphus College
Minnesota State Colleges and Universities
St. Catherine University
St. John's University
St. Mary's University
St. Olaf College
St. Paul Academy and Summit School
University of Minnesota
University of North Dakota
University of Northwestern, St. Paul
University of St. Thomas
University of Wisconsin
*Neither Guardian Wealth Strategies, nor our investment advisor representatives are contracted, affiliated or endorsed by TIAA (formerly TIAA-CREF), the above listed organizations or their retirement plans. However, our familiarity with each plan enable us to help our clients better understand their options and get better outcomes.