On-Campus Financial Education Programs

Our firm specializes in providing financial education programs that help individuals develop sound retirement strategies. We offer large or small group sessions as well as one-on-one sessions tailored to each individual’s needs. Our programs cover budgeting, saving, investing, debt management, and retirement planning and give employees the tools they need to secure their financial future. 

Charitable Income Trust (CIT) Program

Our CIT Program is a structured planning approach that connects charitable giving with broader financial and tax planning decisions for donors. In certain situations, it allows individuals to support the organizations they care about sooner and more significantly, while maintaining flexibility and creating future financial benefits for themselves and their families. At its core, it provides a different avenue to think about giving—one that integrates impact, timing, and long-term financial outcomes into a single strategy.

HR and Employee Benefits

Your faculty and staff are your most valuable resources. Our HR support services are designed to reduce your administrative burden, allowing you to focus on maximizing productivity and minimizing risks. We provide expert guidance through the benefits, payroll, and HR landscape and assist with communications, compliance, and ongoing support for your employee benefits programs.

Planned Giving

We support planned and charitable giving as part of the coordinated planning provided to higher education and athletics professionals. This includes integrating charitable strategies with estate planning, income tax planning, and long-term financial goals.

Group Retirement Plan Services

We design, implement, and service all levels of university retirement plans and shop the marketplace for the best retirement plan providers. We offer product independent consulting and conduct annual market reviews to support employers and employees.

Compensation Planning and Deferred Compensation

We help institutions recruit, reward, and retain key people by designing and managing compensation programs for key employees. These programs provide vesting schedules, financial planning resources, and strategies that help employers keep their most valuable leaders long term. We continuously evaluate the latest strategies to support talent acquisition and development.

Executive Benefits

We specialize in serving senior-level leaders across higher education and collegiate athletics. We coordinate retirement plan management, deferred compensation, contract structuring, investment management, charitable giving, and estate planning. Our coordinated approach minimizes the time executives spend managing financial matters while maximizing clarity and confidence.

Institutional Risk Management

We assist institutions with managing risks related to property, casualty, benefits, compliance, compensation, and HR systems. Our consulting includes analytics, communication support, and compliance guidance to ensure employers have clarity and measurable examples of how to continuously improve their situation.

Endowment Management

We support institutions with coordinated planning and oversight of long-term financial resources. Our approach aligns with the needs of higher education leaders by integrating planning concepts used throughout our Private Client Groups to provide clarity, continuity, and long-term support.