Financial Planning Services
MissionSquare Retirement provides you with easy access to financial planning services through convenient, virtual consultations with our CERTIFIED FINANCIAL PLANNER™ professionals. We provide personalized and objective guidance focused on your entire household with a deeper, more comprehensive view of you and your family's overall financial wellness.
Our Service Offerings
All participants have access to the following resources:
- Live financial planning webinars hosted by a MissionSquare CFP® professional.
- One-on-one meetings with your MissionSquare Retirement Plans Specialist.
- MissionSquare's interactive Financial Wellness Center with personalized recommendations and educational content, including videos, calculators, games, and more!
- Distribution and roll-in services to help simplify your savings.
- Quarterly newsletters providing key insights and retirement savings education.
As your balance grows, you'll qualify for additional services and support.
Live CFP© Webinars
Sign up for live webinars with a MissionSquare Retirement CFP® professional to learn more about a range of financial topics.
These services are available to participants with balances of $100,000 or more.
As you move closer to your retirement goals, you'll gain access to:
- Virtual consultations with your CFP® professional for in-depth discussions of your financial goals.
- A personalized financial plan based on your specific financial goals.
- Social Security analysis with strategies for taking this benefit.
To make sure you receive these valuable services, log in to your account and confirm your email address is correct.
These services are available to participants with balances of $1,000,000 or more.
As you near retirement, additional services are available, including:
- A dedicated CFP® professional focused on supporting you to and through retirement.
- A personalized financial plan based on your specific financial goals.
- Social Security analysis with strategies for taking this benefit.
- Exclusive webinars relevant to your life stage.
- Focused communications specific to financial topics that matter to you.
To make sure you receive these valuable services, log in to your account and confirm your email address is correct.