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Collegiate Coaches, Athletic Administrators, & Staff

Collegiate Financial Group has worked nationally in college athletics for more than twenty years and understands the unique time demands and financial complexities that come with coaching and leadership roles in athletics. We are authorized advisors with experience managing current and prior university retirement plans, including TIAA and other institutional programs, as well as compensation and benefit structures specific to athletics. Frequent job changes, contract transitions, and relocations often leave college athletics professionals with multiple retirement plans and disconnected financial decisions. We take on the heavy work of coordinating these pieces, helping manage and consolidate retirement plans from previous universities when appropriate, and aligning investments and benefits into a long-term strategy.

 As independent collegiate advisors, we provide unbiased guidance and access to a broad range of investment, retirement, and insurance options across our nation's best companies. We are not tied to a single provider, which allows us to focus on education, comparison, and long-term fit rather than product sales. Through transition support, investment management, and coordinated planning, we reduce complexity and save time for coaches, athletic administrators, and staff. Our role is to bring organization, objectivity, and continuity so our clients can focus on leading their teams and programs with confidence, knowing their financial plan is being actively managed with clarity and care.