Hands-On Professional Management of Your University or Hospital Retirement Account
Make the most of your retirement plan. Through the years, we’ve encountered many university and hospital employees that are simply confused by their retirement account options. They don’t know which funds to use nor which investment provider is best for them. Finding help is not always easy, so many employees resort to asking co-workers or relatives for help. But now you have another option…
Provizr is laser-focused on helping university and hospital employees with their retirement accounts… it’s all we do. We offer dedicated professionals that are committed to helping you pursue the retirement you envision. You will work one-on-one with a knowledgeable professional that understands the complexity of your retirement plan options and will proactively manage your Fidelity and TIAA accounts for you.
No more guessing or confusion… get comfort and confidence knowing that Provizr is in your corner!Contact Us
Work one on one
Work with a dedicated advisor who knows you personally and understands your specific goals.Learn More
Accredited Investment Fiduciaries
Know your interests come first, as all our advisors have an Accredited Investment Fiduciary (AIF) designation.Learn More
Your account stays put
No transfers or new accounts. Your assets stay at your current plan and remain with Fidelity or TIAA.Learn More
Our strategies utilize a disciplined approach to tactically manage your portfolio through volatile markets.Learn More
Your investments are continually monitored and portfolio adjustments are implemented monthly.Learn More
We manage for you
Provizr seamlessly manages your allocations and handles all trades and rebalancing.Learn More
Plan participants with investment help did better than those without help 87% of the time.
Source AON Hewitt and Financial Engines Study, Help in Defined Contribution Plans 2006 through 2010Learn more
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Healthcare Costs in Retirement
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
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