Comprehensive retirement planning for university employees

S&A Financial Services is an independent Registered Investment Advisor firm providing professional, objective and comprehensive retirement planning. S&A specializes in helping university employees and their families and has over 30 years experience in the university market. We are committed to working diligently to help our clients simplify the investment management process and work toward reaching their retirement goals. With offices based out of Kansas City and Phoenix, we have clients in over 20 states. Our comprehensive and personalized approach to investment strategy along with our strong client relationships is the foundation of our success.

TIAA-CREF & Fidelity Accounts
Image description or alternate text.

We have the ability to manage your university investments through TIAA-CREF and Fidelity. We use them as custodians of your accounts. S&A will actively manage those investments and act on them with regard to your total financial picture. Read more about TIAA-CREF and Fidelity here.

University Retirement Plans
Image description or alternate text.

Learn more about your University Retirement Plan

Wealth Management
Image description or alternate text.

IRA, Roth IRA, 401K, Trust and Taxable Accounts