Financial Counseling Overview

The University offers several financial counseling resources for employees, spouses, and dependents. Learn more about your options and who to contact with questions.

Fidelity

Fidelity advisors can help you with: 

  • Retirement savings
  • Retirement income planning
  • Investments
  • Financial strategy

More about Fidelity

LSS Financial Counseling

LSS advisors can help you with: 

  • Budgeting
  • Paying down debt
  • Credit score
  • Preparing to buy a home
  • Home loans
  • Foreclosure prevention
  • Student loans

More about LSS

MSRS

MSRS retirement specialist are here to help you with MSRS pension plan questions and planning.

Request an appointment

University Help

Reach out to the Contact Center for general questions, including questions about life events.

If you're looking for in-depth benefits counseling, you can schedule a consultation with Office of Human Resources benefits counselors. They cover: 

  • Pre-retirement (schedule for about six months ahead of retirement)
  • Reclassification considerations and questions

Ask the Contact Center to help you set up an appointment.