Your Path To Retirement “Can I begin the planning process now even if most of my investments are held in my MSU retirement plan?” Through a relationship with Fidelity and TIAA, we can manage your existing MSU 403(b) investment selection and pick from thousands of investment choices within the brokerage link platform. We can assemble and manage a custom portfolio based on your personal risk level and retirement goals, all within your existing 403(b).
Your 403(b) is one part of your family’s full financial picture. We can tie together all of your financial resources into a long term plan that focuses on your family’s values and goals.
Your financial plan should mesh with all of your personal life goals. The focus of our business is on building long term relationships with a foundation of mutual trust. It is our goal that your financial plan helps you to pursue a position of personal significance.