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FREE FINANCIAL EDUCATION

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MASTER THE ART OF INVESTING IN YOUR FUTURE

Curious about your University Fidelity and TIAA retirement options?

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Try Learning with Provizr - our self-led video master series hosted by Alan Brilliant and learn how to set up your portfolio for success.

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INVESTING 101 FOR
UNIVERSITY EMPLOYEES

In our newest guide, get clarity on the basics of investing with your University retirement accounts.

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ANNUAL TUNE-UP

Have your retirement accounts purring like a kitten in no time at all with our top 5 financial maintenance guidelines for year-round upkeep.

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FIDELITY OR TIAA?

You have a lot of options with your University retirement account. Learn the key differences and pro tips with our informative guide.

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THE TELL-ALL GUIDE

Prefer to manage your retirement accounts yourself? In this guide, you'll learn exactly how we manage our clients' portfolios. Get ready for some industry secrets!

Learn more about your University retirement portfolio with our FREE guides!

Check out the selections below designed to help you make the most of your investments.

Browse our collection of educational videos on all things retirement and finance:

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Webinar
Chapter 1: About Alan Brilliant

Chapter 1: About Alan Brilliant

01:25
Play Video
Chapter 2: How Are Fidelity & TIAA Different?

Chapter 2: How Are Fidelity & TIAA Different?

04:45
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05 - Introduction

05 - Introduction

01:11
Play Video
Chapter 8: Conclusion

Chapter 8: Conclusion

03:08
Play Video

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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