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Financial Planning for Higher Education


Academic Professionals

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:


Augsburg College

Bethany Lutheran College

Bethel University

Carleton College

College of St. Benedict

College of St. Scholastica

Concordia College

Gustavus Adolphus College

Hamline University

Macalester 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.



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