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Tell-All DIY retirement investing guide for university employees

Learn the step-by-step investing process professionals
use to manage their own portfolios—and make your retirement funds work harder.

The University offers a robust investment platform to help you meet your retirement goals. However, there are a lot of options and many can be overwhelming.

 

In this easy-to-understand guide, we are going to ease your confusion about investing and provide you with the basics so you can make better decisions regarding your University retirement accounts! You'll learn:

This Free Guide includes:

✅ A step-by-step professional approach for DIY investors  

✅ How to choose the best investments in your retirement account  

✅ Practical tips for managing risk and growing wealth  

✅ Strategies to handle market volatility  

✅ Common pitfalls DIY investors must avoid

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This guide pulls back the curtain on how professional advisors build portfolios designed for long-term success. Ideal for university employees who manage their own retirement investments, you'll discover straightforward methods to confidently grow your 403(b) or 401(a) without second-guessing every decision.

Provizr's portfolio management process has been developed over the past twenty years by boots-on-the-ground advisors that are face-to-face with investors every day.

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Provizr, LLC is a registered investment adviser in the State of Michigan and separate entity from Fidelity & TIAA. The advisers may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities or investment advisory services. Investments involve risk and are not guaranteed. Be sure to consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein.  The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

 

Provizr free downloadable guides are designed with University employees in mind.  These free guides will help you better understand your university retirement TIAA and Fidelity 403b accounts, and how to set up your investment portfolios to help reach your retirement goals.  Our guides are designed to help  everyone from university employees who want questions answered about their Fidelity or TIAA retirement account investment portfolios, to those university employees who want to try a do it yourself system of setting up their own retirement investment portfolios.  Our newest guide, Investing 101 for University Employees, was developed specifically to help out University of Michigan employees with their TIAA and Fidelity 403b retirement investment accounts.  If you have any questions feel free to reach out to us in the contact section, or stop by - We are local to Ann Arbor, Michigan but can help University of Michigan Employees anywhere across the country! 

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

˙© 2023 Provizr, LLC

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