University Employees

Four Financial Management has the ability to assist you with your university-sponsored retirement plan. We have experience consulting on retirement plan assets for University of Michigan and Eastern Michigan University employees.

An employer-sponsored plan may be oversimplified to meet the needs of the many. Our firm is familiar with the University of Michigan and Eastern Michigan University retirement plans, enabling us to provide customized advice to fit your unique situation. Partnering with our team provides you with the professional advice you need to create a thoughtful strategy that brings your personal vision of financial independence into focus—whether you are just getting started or are nearing retirement. Moreover, we can develop a comprehensive retirement plan that incorporates these assets.

What Four Financial Management can do when partnering with you on your employer-sponsored retirement plan.

• Identify your long-term financial goals and the steps needed to pursue them
• Analyze the composition and balance of your existing portfolio
• Build a diversified portfolio balancing risk and return
• Align your employer-sponsored plan assets with your other financial interests so you have an integrated, comprehensive and focused financial strategy