University Professionals

As a University Professional, you have dedicated countless hours to shaping young futures, possibly leaving less time for your own preparations. When considering your next life phase, you may have financial questions you have never encountered before:

Should I accept a contract buyout?
What should I do with my TIAA- CREF*, Fidelity*, or any other retirement plan?
How will income from royalties, consulting or part-time teaching affect my taxes and benefits?

With over two decades of experience, we can craft a personalized financial strategy to guide you toward the retirement you desire.

*TIAA-Cref and Fidelity are not affiliated with LPL Financial.

Schedule a free consultation with one of our advisors today, or learn more about what to expect in your first meeting.

Schedule Now

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Investment advice offered through Private Advisor Group, a Registered Investment Advisor. Good Wealth Management and Private Advisor Group are separate entities from LPL Financial.
Securities Offered Through LPL Financial Member FINRA / SIPC.
LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.
The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.