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© Professional 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 all participants.
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 goal plan based on your specific financial situation.*
- 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.
* A fee of up to $175 may be assessed for participants with account balances less than $100,000.
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 goal plan based on your specific financial situation.
- 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.