University Faculty/Staff
Meet Akari
Akari, a professor at a highly-regarded university, excels in her research and teaching pursuits. She needs guidance in assessing her portfolio’s trajectory towards retirement and navigating the retirement plans and investment choices available to her.
Challenges:
- How much should I save for retirement?
- Which investments should I choose in my various accounts?
- How can I convert my retirement account to income?
Solutions:
- Portfolio Trajectory: We begin by assessing your nest egg’s progress and then discuss strategies for optimizing its trajectory.
- Curated Investments: We’ll wade through the various investment menus to customize a portfolio with funds that we think will suit your goals.
- Doing the Math: You’ll face several important decisions around your retirement accounts and healthcare choices upon leaving the university. We’ll help you compare options so you can make confident decisions.
