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University Employees


As a university employee planning your future, you have questions about retirement. You may want to know: When can I take my pension? How much income will my pension generate? What sources of income will I have in addition to my pension? Can I afford college for my children? How do I organize and manage my investment accounts? What happens to my health insurance? How do I take care of my spouse? What insurance do I need after I retire?

Peak Wealth Planning specializes in helping University of Illinois – and other university – employees plan for retirement.


Peak Wealth Planning helps you get organized for retirement. Through our financial planning process, we identify what’s important to you and help you get organized to assess your pension, investment, and insurance options. Once you understand the options, we work with you to create a strategy to meet your retirement income needs. And, we help you meet related goals including college for children, security for your spouse, planning for long term care needs, and enjoying your life whether travel, volunteering, or starting a 2nd career or business.

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