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, MissionSquare Retirement, 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 financial education professional. Our team of professionals can help you decide which financial plan is right for you and schedule your first meeting with a salaried MissionSquare Retirement CFP®. Contact your education professional 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 MissionSquare Retirement CFP® professional.