Unique Benefits for IEEE Members
Members have access to an institutionally-priced investment platform:
Members get a complimentary financial plan which reflects your personality:
Members are provided with WealthView:
Instead of a “stock broker” you will have access to a dedicated Registered Investment Advisor trained in all aspects of financial planning. Your advisor will be broadly experienced and help you create a customized financial roadmap. Per SEC regulations: all recommendations MUST be in your best interest.
Members have access to specialized institutional programs, such as highly-rated 529 college savings plans, an annuity exchange, etc.. Many of these programs are not accessible by the general public, have reduced fees, and are normally only provided to employers and large groups.
Access to an extensive financial resource library that includes educational materials on financial planning, retirement awareness, investing essentials, insurance needs, and many other topics. The library has videos, checklists, article, and self-services tools.
How do I get started?
College Saving Planning
Organize my Finances
Videos: How we can help you
my Financial Plan
We can help you identify and plan for all of your financial goals — including those that go beyond investing — to help you achieve the life you’ve always imagined.
Identify Goals and Objectives
The financial plan will help you organize all of your finances, establish a program for retirement savings, help you borrow for a purchase that enriches your life, and many other life goals.
Organize and Prioritize Finances
Our advisors will help you prioritize and organize your financial goals in conjunction with WealthView, your personal financial website. You will then have a consolidated picture of your financial future in one secured place.
Financial Gap Analysis
Once we know about your current financial situation we generate a gap analysis that compares where you are now to where you want to be.
Create Financial Plan
We deliver our recommendations in a written report. Your plan can include but not limited to:
Our Advisors will work with you to implement our recommendations and stay with you every step of the way.
my Retirement Plan
You likely face a multitude of questions related to your retirement. myFinancial Wellness is here to help you and your family members find answers to the questions you have about retirement.
We provide access to Medicare Resources, Pre-65 Healthcare Insurance, Doctors by Phone+ and Health Advocacy Services.
To enjoy a secure retirement, you need a strategy to convert your savings into a reliable income stream that when combined with other savings will support you for life. Lifetime income through annuities can help you to help protect against the risk of outliving your savings.
One of the biggest decisions you will face with saving and investing for retirement is how best to take advantage of the variety of tax-advantaged retirement vehicles available.
my College Plan
If you are a parent or grandparent, you want the very best for your children and that probably includes a college education. Planning for this important goal just got easier with the Legg Mason Scholars Choice® 529 College Savings Program.
Favorable Tax Treatment
Gain the benefits of tax-deferred growth, tax free withdraw, and even estate-planning benefits.
Find out if 529 plans are right for you
Get advice on what cost plans cover and the flexibility one has on who the beneficiary is.
Financial Wellness Library
One of the fundamental principals of myFinancial Wellness is education. Investing is unique, our library is there to make sure you are informed about relevant and trending articles and videos.
Articles and Videos
A very extensive library of financial articles, videos, and white papers divided into categories: Healthcare, Financial Wellness, Protection, Lifestyle & Retirement.
Seminar and Webinars
Since we all learn differently, we offer many seminars and webinars both live and recorded to help answer any questions you have about your financial future.
Our Advisors provide the backbone of the myFinancial Wellness Program. They are fully vetted by us and we ensure they are fully suited to meet your needs. Our detailed consultation will introduce you to an advisor that is just right for you.
We are unique because all our advisors are fiduciaries. What is a Fiduciary? That means that have a legal obligation to act in your best interest and not just sell you a product.
We fully vet the advisor to ensure they meet a rigorous set of qualifications. They are licensed…10 years… Non commissioned….track record.
Advisors are fully versed in various program offers and have access to your personal financial website, WealthView, and make sure you can maximize the program’s unique benefits: