The path to retirement is filled with decisions. Talk with our team of financial professionals to help understand your route and how our objective, fiduciary based decisions are customized to your unique situation.
Providing exceptional healthcare at UIHC is your passion and has taken years of training to complete. We understand the financial complexities of your profession, of the road you have traveled to get here and can build you a financial plan that let's you focus on your career. Our strategies will incorporate a fully diagnostic team to look at all your financial needs. Our team of financial advisors can access and work directly with TIAA* retirement plans.
Education is the key to success in life and our financial team has the expertise, experience and tools needed to help you understand your retirement needs. Our team of financial experts has the ability to work with TIAA* retirement plans. We will take a proactive approach to understanding your goals, needs, wants and wishes in order to build a fully holistic financial plan.
Merit employees are the backbone of the organization and are vital to its success. At BFS, we appreciate and understand the importance of your service and are committed to understanding your retirement options better than anyone. With our ability to work with TIAA* sponsored retirement plans, we will bring clarity to a complex financial world and add value by customizing a fully functioning financial plan.