Elwood & Goetz

We specialize in working with university faculty and administrators, who account for a large proportion of our client base. Over the years we have developed a deep understanding of the unique factors affecting the financial life plan of university professors. In fact, two of the financial planners on our staff are themselves university professors of financial planning. We are intimately familiar with the employee benefits and retirement planning options offered to university faculty and the unique planning opportunities resulting from these options. We have the technology and resources to manage university retirement plans (ORP, 403(b), and 457 plans) as part of our clients' overall investment portfolios, and continually research the changing investment options available within each of these plans to ensure our clients are optimally invested. Professors often have multiple income streams resulting from consulting work, patents, book royalties, grants and expert witness work. Our planning incorporates retirement and tax strategies specific to these multiple streams of income. Professors are truly exceptional people with unique goals and extensive human capital, which are important factors in their long-term financial plans and also why we so enjoy working with them.