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:
Bethany Lutheran College
College of St. Benedict
College of St. Scholastica
Gustavus Adolphus 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.