EY

Financial Planning Services

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Whether you’re new to the Church, or 30 years into your career or ministry, finances play a significant role in how you live—today and in retirement. You may have managed your own finances, but it’s a good idea to make sure you are on the right track by speaking with a financial professional. The General Board offers confidential, objective financial counseling at no charge to eligible participants* from EY, a leading global financial services firm.

EY Financial Planning Services can help evaluate your financial situation and address retirement-related and other concerns. EY financial planners have special training in topics important to participants, including General Board-administered plans and programs, and the clergy housing allowance. EY also offers assistance in:

  • Budgeting
  • Managing credit card and other debt
  • Determining how much to save
  • Making investment decisions
  • Creating an effective retirement plan
  • Understanding tax issues
  • Evaluating insurance needs and options
  • Buying a home or car
  • Financing a college education
  • And more!

When you speak with EY, you receive professional advice without the sales pressure, since EY does not sell any investment or insurance products. To speak with a financial planner, call EY directly at 1-800-360-2539, Monday through Friday from 8:00 a.m. to 7:00 p.m., Central time.

* Financial planning services are available to active participants and surviving spouses with an account balance in General Board-administered plans, and to terminated and retired participants with an account balance of at least $10,000.

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