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Retirement Management

Together we’ll create a plan that helps you prepare for the retirement you want.

Effortlessly Manage Your 401(k) Without Transferring Assets

Is your 401(k) untouched for years, potentially hindering your retirement goals? You’re not alone. Many individuals struggle with managing these accounts.

Our innovative platform allows us to directly manage your 401(k) without transferring assets. This eliminates hassle and keeps your funds secure. We can also view your 401(k) alongside your other investments to create a cohesive strategy aligned with your goals.

Additionally, we can proactively rebalance your 401(k) to maintain your desired asset allocation. This helps ensure your portfolio stays on track for your long-term financial security.

Don’t let your 401(k) become a forgotten asset. Contact us today to learn how we can help you take control and maximize its potential.

Don't leave your 401k behind
Vanguard Advisor Alpha
Pontera Process Map
1 Depending on the time period and how returns are calculated. Please note that the methodologies for these studies vary greatly.
2 Value of an advisor, Russell Investments, 2023
3 Putting a value on your value: Quantifying Vanguard Advisor’s Alpha, Vanguard, 2022
4 Putting a value on your value: Quantifying Vanguard Advisor’s Alpha, Vanguard, 2022
5 This example does not incorporate additional contributions.
6 Survey of Consumer Finances, 1989 – 2019, Federal Reserve, 2021

Financial Focus

We help manage your overall financial wellness by:

  • Coordinating your retirement and taxable accounts across different providers.
  • Analyzing all available options and choosing the best investments to meet your goals.
  • Creating a cohesive strategy that considers all your assets, even those held at different providers.

Contact us today to learn more!


Ongoing Navigation

  • We actively manage your investments: We regularly review your accounts, recommend adjustments, and ensure your assets work together towards your goals.
  • Holistic view, transparent communication: We see the big picture across your accounts (through our Wealth Portal) and collaborate with your other advisors (CPA, attorney) if you wish.
  • Unique coordination: We help you leverage diverse accounts (401k, IRA, etc.) for a unified financial strategy, something many haven’t experienced before.

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.


4801 Glenwood Avenue
Suite 200-630
Raleigh NC 27612


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