Professors and university faculty are naturally future-oriented thinkers. Whether they are conducting research, teaching courses or mentoring future generations, life working at a university often requires decisions made with a long-term perspective in mind.

Thinking ahead is essential to meet one's goals, but it can make today’s decisions feel uncertain, even when they’re critical to future success. And when it comes to retirement, understanding how to best allocate investments and optimize contributions isn’t always straightforward, especially when faculty members are already busy with academic and professional responsibilities.

Financial life deserves the same thoughtful approach that academic life requires, particularly when it comes to managing one’s workplace retirement plan. Having these plans in order saves time so that one can focus on what matters most. At Harkins Wealth Management, located just minutes away from Brown University’s campus, a team of advisors can help create and manage this plan while professionals focus on their careers and prepare for a fulfilling life after retirement. 

For many university professionals, workplace retirement plans are often more nuanced than those in other fields. The Harkins team has decades of experience assisting professors and academic professionals with their university retirement plans, including Brown University’s TIAA and Fidelity plans. As a Brown Alum, advisor Rick Harkins ’00 has had the opportunity to work with many Brown professors on their financial planning and investment goals.

Faculty members are not just working for a paycheck — they are working to build a better future. The Harkins team will work with faculty members to create a tailored plan based on where they are in their careers and their financial goals after retirement, then continue to reassess and fine-tune it according to their changing needs and objectives. The Harkins team also focuses on impact investing, helping faculty align their money with their values. 

As careers evolve, so do financial priorities. No matter where a faculty member is along their path, having a clear, well-structured plan can provide confidence in their financial future. Harkins’s role is to help simplify major financial decisions and provide guidance tailored to each individual’s needs. 

Ultimately, thoughtful planning today can help give professionals confidence about reaching their financial goals before and after retirement. With the right strategy in place, faculty members can move forward with clarity, knowing that the work they’re doing now is supporting the life they envision for years to come.

To learn more about our services, or to schedule an Initial Consultation, please visit our website at harkinswealthmanagement.com or call our office at (401) 278-4049.

Advisory services offered through Commonwealth Financial Network®, a Registered Investment Adviser.