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PARTICIPANTS/INDIVIUDALS

Our licensed financial counselors are available to help with your financial journey.

Beginning to Plan Stage

In your 20s

  • When should I start participating in my retirement plan?

  • Am I contributing enough?

  • What funds should I choose?

  • Should I use a Roth IRA?

  • Should I save outside of my retirement plan?

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Career-Focused Stage

In your 30s

  • Am I properly diversified?

  • What are the most tax-efficient strategies for me?

  • Are there other Financial Wellness resources available?

  • Am I eligible for an HSA?

  • How can I make more informed financial decisions?

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Retirement Planning Stage

In your 40s - 50s

  • Should I consolidate my retirement plan assets

  • Is there a better way to handle debt?

  • How do I save for college and for retirement?

  • How much emergency savings do I need?

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Nearing Retirement Stage

In your 60s

  • Am I on track?

  • When can I retire?

  • How much income will my savings generate?

  • How can I generate guaranteed income?

  • How much can I expect from Social Security?

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In Retirement Stage

In your 70s+

  • Am I properly insured?

  • Am I properly diversified?

  • When do I apply for Medicare?

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