TIAA & Fidelity Management
Retirement Income Solutions is a leading independent financial advisor with the ability to manage TIAA and Fidelity assets. For you, this means we can manage TIAA and Fidelity accounts without transferring assets, and we have the ability to act on your behalf when circumstances warrant.
We advise on 401k and 403b assets of employees or retirees of the University of Michigan, Michigan State University, Eastern Michigan University, and other non-profit entities. In many cases, we have the ability to deduct our investment advisory fees directly from your University TIAA and Fidelity accounts.
Our proactive approach to wealth management has served our TIAA and Fidelity clients well over the years.
Learn more about our University TIAA & Fidelity services.
Read case studies for examples of how we are helping clients.