Financial Planning for University Faculty

The investment and financial planning needs of university faculty members are unique. Public retirement plans, sabbaticals, and income from outside businesses create different questions about how to effectively manage money. We’ve worked with faculty members at the University of Oregon, Lane Community College, and Oregon State University to help them make smarter financial decisions.

Our faculty clients have come to us to help answer many of their questions including:

Am I taking full advantage of the employee benefits package I have?
Is the retirement plan option I’ve chosen the best for my circumstances?
How do I finance the ideal sabbatical?
Am I effectively managing all of my retirement accounts from previous university positions and successfully growing my assets?
Am I making wise business and tax strategy decisions for my sideline business?

JourneyTree is uniquely positioned to help you tackle these and other important questions. And we provide that advice in an objective, commission-free manner.

Ready to get started? Let’s talk.

SEE OUR VIDEOS ON FINANCIAL PLANNING FOR UNIVERSITY FACULTY

EXPERTISE WITH FACULTY

University faculty members have a distinct set of financial planning priorities. Our team knows how to support you.

MANAGING RISK

Do you have enough insurance? If you become disabled, how would you generate income? A financial plan will leave you with peace of mind.

FINANCIAL PRIORITIES

How do you want to spend your retirement years? We’ll help you prioritize where to save and spend.

SABBATICAL PLANNING

We’ll help you create a checklist to prepare you for a sabbatical that works with your needs, and help you stay on track until you get there.

For Faculty

Financial Planning for University Faculty

SEE OUR VIDEOS ON FINANCIAL PLANNING FOR UNIVERSITY FACULTY

READ RECENT ARTICLES ABOUT FACULTY FINANCIALS