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THE PROVIZR BLUEPRINT

Get clarity on the the state of your savings and a clear path to your retirement goals with our free Blueprint service.

What is the Provizr Blueprint?

Many University employees struggle to make the most of their Fidelity or TIAA retirement accounts. The Provizr Blueprint creates a straightforward plan that puts you in control of your retirement goals. 

 

 The Blueprint is a free service we offer with no obligations to sign up and no sales pitches.​

It will provide you with the 3 essential things you need to know about your retirement:

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An in-depth analysis of your current portfolio setup costs and performance. We find whats working and what needs improvement. 

We run serveral scenarios to show what would happen to your portfolio in different markets so you know what to expect.​

Are you saving enough to live the lifestyle you envision? We provide a customized plan on how to accomplish your goals.

What you'll get:

IN-DEPTH
PORTFOLIO ANALYSIS

PORTFOLIO
EXPECTATIONS

ROADMAP TO
RETIREMENT

During your Blueprint meeting, we work with you to develop a personalized plan that delivers the following:

Watch below to learn more about how the Provizr Blueprint can help your financial future:

Take advantage of this free service, available to any University employee, and get your retirement future on track today!

Provizr, LLC is a registered investment adviser in the State of Michigan and separate entity from Fidelity & TIAA. The advisers may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities or investment advisory services. Investments involve risk and are not guaranteed. Be sure to consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein.  The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

 

Provizr free downloadable guides are designed with University employees in mind.  These free guides will help you better understand your university retirement TIAA and Fidelity 403b accounts, and how to set up your investment portfolios to help reach your retirement goals.  Our guides are designed to help  everyone from university employees who want questions answered about their Fidelity or TIAA retirement account investment portfolios, to those university employees who want to try a do it yourself system of setting up their own retirement investment portfolios.  Our newest guide, Investing 101 for University Employees, was developed specifically to help out University of Michigan employees with their TIAA and Fidelity 403b retirement investment accounts.  If you have any questions feel free to reach out to us in the contact section, or stop by - We are local to Ann Arbor, Michigan but can help University of Michigan Employees anywhere across the country! 

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We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

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誩 2023 Provizr, LLC

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