Retirement Management

We are able to help you analyze, allocate and manage your Retirement Accounts and coordinate with other investments to work toward your goals. What this means is we can manage Participant accounts held at the major providers of these plans without transferring assets. We advise on 401K, 403B Assets of For Profit Businesses, Universities and Non-Profit Entities to help you in achieving your retirement.

Financial Focus

Our focus is on overall Financial Wellness.  If you have multiple Retirement Accounts or Taxable accounts  we can coordinate those accounts and choose from the best options available at each plan or account. Based upon your specific objectives, we select which funds to use in what percentages, choosing what we believe to be the best from among all of the choices open to you. For example, if you have only provider, we choose from their fund lineup, but if you have multiple providers, and a spouse has a 401k at XYZ, we analyze the choices in these three separate retirement plans, choose the best, and coordinate management of the whole.

 

Ongoing Navigation

Periodically, we re-evaluate the funds in your plan and determine which funds we believe you should avoid and which to use.  Often clients have assets in different plans or providers and they are not sure what investments to use or how to allocate all of their investments to work together. We take a holistic view of these plans and make sure they are working for you. We provide a Wealth Portal which aggregates all of your accounts and allows for transparency in how your assets are managed. As the “quarterback” of family affairs we communicate and interact with your CPA and estate planning attorney, if desired. Many people have never coordinated their 401k, 403b, IRA and taxable accounts with a family advisor in this way.
Would You Like Help Creating A Plan For Your Child’s College Fund Or Your Own Retirement Needs?
We Help Families & Individuals Create Financial Plans For Success.
Mark Kelly, CERTIFIED FINANCIAL PLANNER™
We are recommended by the Dave Ramsey SmartVestor Network

Check the background of this financial professional on FINRA’s BrokerCheck & AdvisorInfo

At University Financial Strategies our mission is to help families think beyond just saving for college, but helping leverage strategies that leverage your unique situation to help you save on college costs. We take into consideration topics like specialized college-planning strategies for business owners, planning for financial aid, school-specific scholarships, coordinating college planning with grandparents, cash-flow strategies and options for covering shortfalls, to name just a few.

Disclaimer

The information on this site is provided “AS IS” and without warranties of any kind either express or implied. To the fullest extent permissible pursuant to applicable laws, University Financial Strategies, LLC.(referred to as "University Financial Strategies") disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non-infringement and suitability for a particular purpose. University Financial Strategies, LLC.does not warrant that the information will be free from error. None of the information provided on this website is intended as investment, tax, accounting or legal advice,  as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. The information should not be relied upon for purposes of transacting securities or other investments.

Your use of the information is at your sole risk. Under no circumstances shall University Financial Strategies, LLC.be liable for any direct, indirect, special or consequential damages that result from the use of, or the inability to use, the materials in this site, even if University Financial Strategies, LLC.or a University Financial Strategies, LLC.authorized representative has been advised of the possibility of such damages. In no event shall University Financial Strategies, LLC.have any liability to you for damages, losses and causes of action for accessing this site. Information on this website should not be considered a solicitation to buy, an offer to sell, or a recommendation of any security in any jurisdiction where such offer, solicitation, or recommendation would be unlawful or unauthorized.

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