A financial plan can give you the confidence and know-how to tackle a number of financial goals, including retirement savings. MO Deferred Comp, in partnership with our record keeper, ICMA-RC, offers three levels of financial planning designed to help you address financial concerns and achieve financial goals.
|EASY-TO-USE RETIREMENT PLANNING CALCULATORS|
|These easy-to-use calculators are for early to mid-career individuals who want a quick retirement forecast of their savings needs. It requires minimal time to complete.||FREE to plan participants|
|GOAL-SPECIFIC FINANCIAL PLANNING|
|This plan provides a detailed analysis of one or two financial goals you select, including retirement planning, asset allocation, education planning, major purchases and insurance planning.||$175 (waived for participants with a minimum balance of $100,000)|
|COMPREHENSIVE FINANCIAL PLANNING|
|This plan looks at several aspects of your overall financial situation. It requires significant effort on your part to provide us with the information we need to develop a detailed project for you.||$450 (waived for participants with a minimum balance of $200,000)|
To learn more about deferred comp’s free and fee-only financial planning services, contact your local education specialist. Our team of professionals can help you decide which financial plan is right for you and schedule your first meeting with a salaried ICMA-RC CFP®. Contact your education specialist today to begin the process.
Note about financial planning: If you complete a financial planning data form, the results will be reviewed with you over the phone by a salaried ICMA-RC CFP® professional.