We all need some sort of financial plan to achieve overall financial security.
Current and former public sector employees with ICMA-RC have access to three types of financial plans for step-by-step help with saving, investing, insurance, estate planning, and other financial goals.
Financial Plans – Snapshot | Goal-Specific | Comprehensive
Choose the plan that best matches your needs
- Snapshot – a quick retirement forecast.
- Goal-Specific – focuses in-depth on one or two financial goals.
- Comprehensive – suited for those who are approaching retirement or have complex financial situations.
A Snapshot plan is free. Fees may apply to Goal-Specific and Comprehensive plans.