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EWS
  • Home
  • About
    • About Elite Wealth Strategies
    • Meet the Team
    • Community Engagement
    • FAQ
  • Who We Serve
    • Higher Education
    • Automotive Executives
    • City of Detroit
    • Private Client Group
  • Events
  • Client Portal
  • Contact & Locations
  • Advisor Transitions and Succession
    • Advisor Transitions
    • Advisor Succession

Detroit Area Universities


At Elite Wealth Strategies, we work with many faculty and staff at major Metro Detroit universities to help them understand and make the most of the retirement benefits available through their employer. Over the years, we’ve become very familiar with how the universities retirement plans work and regularly help clients choose investments and strategies that align with their long-term goals.

We offer comprehensive financial planning and focus on building long-term relationships so we can be a resource not just today, but throughout every stage of your career and retirement. Wherever life takes you next, the Elite Wealth Strategies team is here to help you stay on track and move forward with confidence.
Retirement Plan Highlights: 

Below is a general overview of common retirement plan options available to employees. Specific features and benefits may vary based on plan and individual circumstances.

403(b) - The base retirement plan for employees, providing a 2 for 1 match on the first 5% of employee contributions, contributions are made pre-tax and taxes are paid when funds are withdrawn 
457 - A supplemental retirement plan funded by employee contributions, contributions are made pre-tax and taxes are paid when funds are withdrawn, there are no early withdraw penalties for withdraws before the age of 59 1/2 ​
Elite Wealth Strategies is an independent firm and is not affiliated with, endorsed by, sponsored by, or associated with any other educational institution.
START YOUR PLAN

Elite Wealth Strategies - Detroit - Southfield - 28411 Northwestern Hwy. Suite 1300 - Southfield, MI 48034 - (248) 365-4175

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Check the background of your financial professional on FINRA's BrokerCheck. FINRA - SIPC - Osaic Wealth Form CRS The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information. Securities and investment advisory services offered through Osaic Wealth, Inc. (Osaic Wealth), member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Osaic Wealth does not provide tax or legal advice. Osaic Wealth Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states (registrations vary by individual representative): AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, and WV.
  • Home
  • About
    • About Elite Wealth Strategies
    • Meet the Team
    • Community Engagement
    • FAQ
  • Who We Serve
    • Higher Education
    • Automotive Executives
    • City of Detroit
    • Private Client Group
  • Events
  • Client Portal
  • Contact & Locations
  • Advisor Transitions and Succession
    • Advisor Transitions
    • Advisor Succession