EY Financial Planning Services
Professional guidance for your financial life
Meet Your EY Planner
Discover how EY's financial planning services can help transform your financial future. In this video, you'll learn how to connect with a dedicated EY planner who can tailor strategies to your unique goals.
Financial Solutions Tailored to You
In this video designed exclusively for clergy, discover how EY Navigate offers a personalized, pressure-free path to mastering your finances, from taxes and retirement to budgeting and beyond.
401(k) loans and early withdrawals: what you need to know
Before deciding to take a hardship withdrawal from, or borrow against, your 401(k) balance, you need to weigh the potential advantages as well as the risks.
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You need an estate plan — now
You need an estate plan, regardless of your marital status, whether you’re a parent, your income level, or your net worth.
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The ABC’s of healthcare accounts: HSAs, FSAs and HRAs
Many employers offer accounts to help employees pay for healthcare costs while getting tax advantages.
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Wespath partners with EY Financial Planning Services, a leading global financial services firm, to offer confidential, objective financial counseling at no additional cost1 to eligible participants. Financial planning services are available to all active participants and surviving spouses with an account balance in Wespath-administered plans, as well as to terminated and retired participants with an account balance of at least $10,000.
Experts You Can Trust
EY financial planners do not sell investment or insurance products. This means you receive unbiased guidance without any of the sales pressure you might have with other financial planners. EY financial planners can help evaluate your financial situation and address your questions about retirement planning and investment management. They have special training in Wespath-administered plans and other topics important to participants, such as the clergy housing allowance.