Select a convenient time for a brief, confidential telephone or Zoom conversation focused on helping you better understand your pension, retirement accounts, and overall retirement readiness.
Approx20
Minutes
Phone or
Zoom
No-Cost Review
No Documents or Preparation Required
Confidential and Individualized
20-30 Minutes
Phone or Zoom
No Cost & No Obligation
No Documents or Preparation Required
Confidential and Individualized
Review May Include
Projected retirement income
Retirement timeline and readiness
Pension, 403(b), 457(b), IRA, and former-employer accounts
Growth, protection, and risk considerations
Student loan and debt considerations
Future tax and beneficiary considerations
NO PREPARATION NEEDED
Available by Phone or Zoom
at no cost.
NO DOCUMENTS OR PREPARATION NEEDED
Available by Phone or Zoom
During your appointment,
request for your
2026/27 Financial Wellness Workbook -
8 Pillars of Finance
This is designed to be a brief review—not a high-pressure
meeting. Independent and non-bias.
The purpose is to help faculty members gain clarity and
determine whether their current strategy is aligned with their goals.