Our Mission
Our Mission is to provide Comprehensive and Unbiased Financial Education, Planning, and Resources to College Athletics, University Administrators, and Staff
Your Financial Prosperity Starts with the Right Financial Education
Transform your relationship with money
and manage your future needs
Financial Services and Education Programs for College Administrators, Coaches & Staff
We are uniquely qualified to help higher education staff manage their retirement programs and other financial needs. We are experts when it comes to explaining TIAA programs as well as other state and university retirement programs and offer a variety of options you may not be aware of.
We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.
Financial Planning & Coaching
We are skilled at explaining retirement plan options
We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.
Workplace Financial Education Programs
We offer Large or Small Group or One-on-One Sessions
Our firm specializes in providing financial education programs that help individuals develop sound retirement strategies. No matter the size of your team, we offer customized services tailored to each individual’s needs. Let us help you empower your staff with the knowledge and tools they need to secure their financial future.
Institutional Programs & Services
Human Resource (HR)
Services
Your faculty and staff are your most valuable resources. Our HR support services are specifically designed to reduce your administrative burden, allowing you to focus on maximizing productivity and minimizing risks. Let us help you create a supportive and thriving academic community.
What people are saying about us
"They use terminology that I could relate to as a coach. I’ve established a good relationship with Collegiate Financial Group, and I trust them."