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Financial Planning Services
As part of your MissionSquare Retirement plan, you have access to financial planning services to help you achieve your financial goals. Log in to your account to view your services and take advantage of these offerings.
Financial Planning Services Available to You
Depending on your plan and how long you’ve been saving, you may have varying financial planning services available to you. Here’s an overview of what we offer. To view your services and take advantage of these plan benefits, log in to your account.
Access to a Certified Financial Planner® professional
A personalized financial goal plan*
Social Security analysis with strategies for taking this benefit
Exclusive webinars for different stages of life
Focused communications on a range of financial topics
Subscription to Kiplinger Retirement Report
Join a Financial Planning Webinar
Live webinars led by a MissionSquare CFP® professional cover a range of topics, from paying off and preventing debt to understanding Medicare and making the most of your Social Security benefit.
What Can a CFP® Professional Do for Me?
A CFP® professional can provide you with comprehensive financial planning services, including help with:
- Developing a financial goal plan*
- Creating a budget
- Strategies for paying off debt
- Investing for retirement
- Understanding Social Security benefits
- Planning for retirement income
- Navigating Medicare options
- Estate planning
*A fee of up to $175 may be assessed for participants with account balances less than $100,000.
What Are CFP® Professional Consultations and Financial Plans?
One-on-one consultations and personalized financial plans are two services offered by CFP® professionals. Here are the key features of each.
- A consultation consists of a 30-minute meeting with a CFP® professional.
- Each session focuses on a participant’s questions and concerns, such as retirement planning, college planning, estate planning, and more.
- One session typically focuses on one question or concern.
- This service offers participants a holistic view of their finances.
- The plan focuses on each area of a participant’s finances, including how changes in one area could affect others.
- The CFP® professional helps align a participant’s core values and goals with behaviors to help achieve them, using the financial plan as a foundation for future discussions.
What Is a CFP® Professional Designation?
To earn a Certified Financial Planner® designation, individuals must meet the following:
- Education - Complete CFP® Board-approved coursework and a bachelor’s degree from accredited university.
- Exam - Pass CFP® Board exam testing knowledge of holistic financial planning (59% pass rate).
- Experience - Earn 6,000 hours of related professional experience.
- Ethics - Commit to CFP® Board to act as a fiduciary and in the best interest of participants.
Meet a MissionSquare CFP® Professional
Our team of CFP® professionals work with you to and through retirement to achieve your financial goals.
