Serving University Professionals Nationwide With Comprehensive Financial Planning Services
Typical Clients We Serve:
Kenneth and Gina Fetune
It was a hot July day when we first met Kenneth Fetune, a professor at a university in Michigan. Kenneth is now 72 years old. He and his wife, Gina, 69, reside in Michigan near the university where they both taught for years. Typically during an introductory meeting, we meet with both spouses to answer questions about our services...
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Trina and Leonard Meltkamp
Trina Meltkamp and her husband Leonard are both 53 years of age. Professors at a prestigious university in North Carolina—Leonard is a medical researcher, and Trina teaches in the economics department—they have two children aged 17 and 19. The Meltkamps have three major assets: their home, their university retirement accounts, and group life insurance. These assets total approximately $...
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Howard Deslington
Howard Deslington is an emeritus at a prestigious Midwestern university. He is 83 years old and single. When we met Howard years ago, he was serving as the chair of his department. In that introductory conversation during a meeting in his office, we asked him to tell us a little bit about his finances. “All of my financial stuff...
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John and Barbara Pederson
John and Barbara Pederson are ages 63 and 59, respectively. They are married, have two grown children (Frank and Rachel) and four grandchildren. Both John and Barbara have spent their entire careers in education at a prestigious university in Illinois. The couple’s household income is in the $200,000 range, and they have accumulated about $1.5 million in assets through...
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