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
Lots of Variables with Fixed-Rate Mortgages
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
You’ve made investments your whole life. Work with us to help make the most of them.
A Bucket Plan to Go with Your Bucket List
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
How to help determine life insurance needs to provide for your family after you pass away.
To choose a plan, it’s important to ask yourself four key questions.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Even low inflation rates over an extended period of time can impact your finances in retirement.
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
This calculator helps estimate your federal estate tax liability.
Assess how many days you'll work to pay your federal tax liability.
Estimate how much you have the potential to earn during your working years.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Use this calculator to better see the potential impact of compound interest on an asset.
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.
How will you weather the ups and downs of the business cycle?
Roth IRAs are tax advantaged in a different way from traditional IRAs.
Understanding the cycle of investing may help you avoid easy pitfalls.
Here is a quick history of the Federal Reserve and an overview of what it does.
It’s never a bad time to speak with your financial advisor about changes in your situation.