top of page

Our Services

This is your Services Page. It's a great opportunity to provide information about the services you provide. Double click on the text box to start editing your content and make sure to add all the relevant details you want to share with site visitors.

Get professional portfolio management FREE for your first 3 months.

badge.png

We are so confident you will love working with Provizr, that we are offering our professional portfolio management absolutely free for your first 3 months when you sign up.  

 

If you’ve been considering  a professional retirement advisor, but are struggling with the who and how, here is your chance to “try before you buy”. Take advantage of our new free trial exclusively offered to our webinar attendees and see how we can help you achieve your retirement goals - with no worries about long-term commitments or hidden costs.

Screen Shot 2023-06-05 at 11.00.14 AM.png

Try Provizr FREE for 3 months
with this unprecedented offer

Here's what you'll get:

Your Own Personal Advisor

Work one-on-one with your own professional advisor, dedicated to helping you make the most of your retirement.

​

​

Customized Investment Plan

Your personal advisor works with you to develop a plan tailored to balance your risk tolerance and goals, then implements and manages your portfolio for you.

​

Trustworthy Decisions

Our team is honest, hardworking and, as accredited investment fiduciaries, can only act in your best interest at all times.  

 

The Provizr Blueprint

Receive a critical analysis of your current plan and see how well it fits with your

retirement goals.

​

​

403b Experts

University Fidelity and TIAA accounts are all we do - get targeted expertise for your specific investment needs.

​

​

3 MONTHS OF
PROFESSIONAL PORTFOLIO MANAGEMENT
FOR FREE

     

Screen Shot 2023-06-05 at 8.53.30 PM.png

We would love to continue growing your retirement dreams!

Here are just a few perks of joining the Provizr family…

​

Customized retirement guidance

Hands-on portfolio management

No hidden fees

No long-term commitments

No need to transfer funds

No minimum account size

​

> learn more

Form
3D Round Ridges

Register for your FREE 3-month trial of professional University retirement portfolio management with Provizr!

Prefer to call in your SSN?  Contact us at 734.864.4500

University Retirement Account
Upload your recent Fidelity &/or TIAA Statement(s)

SUBMIT FORM

At the end of your 3 month trial, there is no obligation to continue working with Provizr. If you wish to cancel your account with us,  simply contact us, Fidelity or TIAA to have Provizr removed as the advisor on your account. Please note that should you cancel, Provizr will leave your portfolio(s) in the sate they are in at the time of cancellation. We are unable to make any further changes to your portfolio(s) once we are removed as your advisor. If you do not contact us, Fidelity, or TIAA before the beginning of the 4th month, you will be billed as we normally assess fees. Sorry, this offer extends only to those without an existing relationship with Provizr and is not applicable to current clients of Provizr. To see our fees, click here. 

​

Your content has been submitted

Your content has been submitted

Your content has been submitted

Your content has been submitted

Your content has been submitted

An error occurred. Try again later

An error occurred. Try again later

Your content has been submitted

Your content has been submitted

Your content has been submitted

Your content has been submitted

Your content has been submitted

An error occurred. Try again later

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! 

​

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.

​

誩 2023 Provizr, LLC

bottom of page