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MAKE THE MOST OF YOUR BYU RETIREMENT BENEFITS

From benefits to big picture: we help you create the retirement you’ve been working toward

 
 
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We are here to help you:

 
 

Bring your BYU benefits into clear focus

 
 

Build tax-smart strategies to keep more of your income

 
 

Design a clear roadmap for your top priorities

 

Trying to Make Sense of Overlapping BYU Retirement Benefits?

As a Brigham Young University faculty or staff member, you may be:

  • Struggling to sort through layers of benefits, like your 401(k) plan, the Employer Discretionary Retirement Contribution (EDRC), or legacy pension options

  • Unsure how to reduce taxes across savings, Social Security, and required minimum distributions (RMDs)

  • Wondering how to fund travel, missions, or family support without derailing your retirement plan

At Parkshore Wealth Management, we help BYU faculty and staff create clear, tax-aware retirement plans that reflect your benefits, values, and vision for the future.

 
 

Turn Complexity into Clarity

Our goal is to help BYU faculty and staff:

 
 
 

Maximize Retirement Income

Integrate your BYU compensation and benefits into one sustainable strategy.

 
 

Plan Healthcare with Confidence

Prepare for pre-Medicare coverage and future long-term needs with a proactive plan.

 
 

Reduce Lifetime Taxes

Use Roth conversions, smart withdrawals, and charitable strategies that help keep more in your pocket.

 

Specialized Retirement Planning for BYU Faculty & Staff

  • Our evidence-based approach to investing and planning helps to ground decisions in research, not trends.

  • Every advisor on our team is a CERTIFIED FINANCIAL PLANNER® (CFP®) professional, helping align your investments, benefits, taxes, and goals into one clear plan.

  • With an Enrolled Agent (EA) on the advisory team, tax strategy is built into your retirement plan from the start.

 
 

Weaving Together the Threads of Your BYU Retirement

For many Brigham Young University faculty and staff, the questions are clear, but the answers aren’t always simple:

  • How do I make the most of my BYU retirement benefits, like the 401(k) and EDRC?

  • What’s the best tax and income strategy as I transition from full-time work?

  • Can I afford to serve, travel, or support my family the way I’ve envisioned?

At Parkshore Wealth Management, we help BYU faculty and staff bring it all together so that your 401(k), EDRC, pension options, health savings account (HSA), and Social Security work in harmony to support the retirement you’ve dreamed of.

  • We’re a fee-only fiduciary firm, which means we work for you, not commissions. With both credentialed expertise and local insight, our team builds financial plans to help reflect your lifestyle, values, and vision for retirement.

    Meet with us:

    • At our Lehi office, just minutes from BYU’s Provo campus

    • At our Logan office, serving northern Utah

    • Or virtually, wherever you are

    • 100% Fiduciary Duty

    • No Commissions, Ever

    • CFP® Professional Team

    • Enrolled Agent for Tax Planning

    • Local Lehi & Logan Offices + Virtual Options

 
 

Comprehensive Financial Planning for BYU Faculty & Staff

We provide comprehensive, ongoing wealth management designed to help you thrive in retirement.

 
 

Personal, Fee-Only Financial Planning

Tax Planning & Preparation

Cash Flow Planning & Management

Retirement, Tax & Estate Planning Strategies

Disciplined Portfolio Management

Asset Allocation Model Construction

Retirement Plan Rollover Guidance

Resources to Promote Financial Wellness

 

Want a free second opinion on your current investment portfolio or financial plan? Schedule a chat today.

 Here’s How to Work with Us

 
 

STEP 1
Schedule a Chat

Meet in Lehi or online to discuss your goal and how we can help.

 
 

STEP 2
Establish the relationship

You decide whether we’re a fit and if you’d like to move forward.

 
 

STEP 3
Receive a Framework

We start crafting the blueprint for a great retirement.

 

Are We the Right Retirement Partner for You?

We may be a great fit if you:

  • Are a BYU faculty or staff member, current or recently retired

  • Face complex benefit decisions

  • Want clarity on how your 401(k), EDRC, pension, HSA, and taxes work together

  • Prefer a fee-only, fiduciary financial advisor

  • Typically have $500,000 in investable assets

Our mission is to give BYU faculty and staff confidence as they step into retirement.

 
 

Take the First Step—Schedule a Chat

You’ve built a career around purpose. Let’s make your BYU benefits support a retirement filled with the people and experiences you care about.