Life Happens. We’re Here to Help.
When and how to retire are the most important financial decisions you’ll have to make. But how do you know if you’re ready? Retirement Readiness will give you the clarity and confidence to prepare for and eventually enter into retirement. To get started, call 800-327-4692.
If you’re looking for clarity and confidence around your financial future as it relates to cash flow, portfolio and risk management, and tax, social security and retirement funds, look no further than the 1 :1 Retirement Readiness benefit available through your EAP provider, Employee and Family Resources (EFR). This benefit will give you a roadmap and action plan to achieve short and long-term goals.
EFR will connect you with their partner, Legacy Financial Group, to get you on the path to financial freedom. All Legacy Financial Group Advisors work in the client’s best interest with confidentiality, independence, and no product bias. To get started, call EFR at 800-327-4692. Appointments can be in-person or virtual.
Prior to your first meeting, please consider gathering the following information.
Recent Statement of Balance and Details For:
Recent Statement of Balance and Rate and Term Details For:
Current Income and Cashflow
Student Assistance Program (SAP) & Outpatient Counseling
Maddox*, an elementary-aged student, struggled with anger outbursts, physical aggression, and difficulties with problem-solving. After spending years off-and-on in therapy seeking treatment with various providers only to remark that “none seemed to want to listen,” Maddox’s parents sought SAP services through their district.
Today, Maddox is completing his SAP sessions and moving towards outpatient counseling. He has reduced his anger outbursts and has learned skills to help him successfully navigate challenging days.