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Bringing Clarity To Your Retirement Plan

Working with Academic Professionals

Our extensive experience working with educators and academic professionals from various universities and colleges allows us to help our clients navigate through the unique options within their retirement plans. We quickly help 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.

Our team of independent fiduciaries understand the unique features of each retirement plan and can help make the most of the benefits and options available.


University and College Plans we advised on:



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. Olaf College

St. Paul Academy and Summit School

St. Catherine University

St. John's University

University of Minnesota

University of North Dakota

University of Northwestern, St. Paul

University of St. Thomas

University of Wisconsin


*Neither Guardian Wealth Strategies, nor their investment advisor representatives are contracted, affiliated or endorsed by TIAA (formerly TIAA-CREF), the above listed organizations, or their retirement plans. However, with over two decades of experience, our team has become a trusted advocate for many tenured staff members of higher education. Our goal is to help our clients who work at these organizations get better outcomes by offering professional fiduciary advice that is independent of an on-site commission-based sales person.