Working to Ease the Burdens
Summit Retirement Advisors specializes in assisting with the financial needs of those in academic leadership positions such as Academic Deans, Interim Directors, Provosts, Chief Financial Officers, and Department Chairs. We understand the heavy workload and demands of your job may impact your ability to effectively plan for the future. We provide personalized retirement planning and wealth management services to help alleviate your schedule so you can focus on what's most important right now.
Summit Understands
Your goals are within reach, no matter your individual challenges.
Work + Life Balance
Demanding professional and personal responsibilities often leave academic leaders with limited time and energy. Our personalized retirement planning and wealth management services are designed to simplify the financial decisions, enabling you to focus on your influential role.
Complex Compensation Packages
These packages can include many moving parts, like a base salary, performance bonuses, deferred compensation, and retirement or employer benefits. Our tailored solutions help you understand and review your employee benefits, realigning them to help meet your individual needs and goals effectively.
Career Transition + Job Relocation
University leaders often face career transitions or job relocations due to term limits or opportunities at different institutions. We offer planning to help navigate these changes, helping to ensure a smooth transition between roles or financial stability during relocations across states.
Philanthropic + Charitable Donations
We recognize that many individuals aim to make a long-term difference and align their actions with their personal values. These generous gifts are highly meaningful. We help them manage their charitable donations effectively, aligning financial goals with philanthropic values.
International Citizenship + Aspirations
Some university leaders are foreign-born, hold dual citizenship, or aspire to move overseas. We offer guidance to navigate tax implications, integrate foreign pension plans and social security benefits with U.S.-based retirement accounts, and plan for potential international relocation pre- and post-retirement.
Summit Understands
Your goals are within reach, no matter your individual challenges.
Work + Life Balance
Demanding professional and personal responsibilities often leave academic leaders with limited time and energy. Our personalized retirement planning and wealth management services are designed to simplify the financial decisions, enabling you to focus on your influential role.
Complex Compensation Packages
These packages can include many moving parts, like a base salary, performance bonuses, deferred compensation, and retirement or employer benefits. Our tailored solutions help you understand and review your employee benefits, realigning them to help meet your individual needs and goals effectively.
Career Transition + Job Relocation
University leaders often face career transitions or job relocations due to term limits or opportunities at different institutions. We offer planning to help navigate these changes, helping to ensure a smooth transition between roles or financial stability during relocations across states.
Philanthropic + Charitable Donations
We recognize that many individuals aim to make a long-term difference and align their actions with their personal values. These generous gifts are highly meaningful. We help them manage their charitable donations effectively, aligning financial goals with philanthropic values.
International Citizenship + Aspirations
Some university leaders are foreign-born, hold dual citizenship, or aspire to move overseas. We offer guidance to navigate tax implications, integrate foreign pension plans and social security benefits with U.S.-based retirement accounts, and plan for potential international relocation pre- and post-retirement.
You’ve Worked Hard
Contact us today to schedule an introductory meeting and discuss how Summit can help.
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