FINANCIAL PLANNING CENTER


Individual Consultation/Personal Financial Planning Service

During your in-person consultation, you will meet with one of our Certified Financial Planner™ professionals for a presentation of your personal Financial Plan.  You are welcome to bring your spouse, partner or anyone you wish to the consultation.

 

Your consultation includes: 

  • A 90 minute discussion of your goals and a review of your current situation.
  • A hard copy personal Financial Plan to take home.
  • An opportunity for you to address one or more of your financial questions such as college planning, estate planning or major purchase decision.
  • Impartial and unbiased education. Our CERTIFIED FINANCIAL PLANNER™ professionals are salaried and non-commissioned. Their only interest is your interest.
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How to Get Started
Click the “Get Started” button to request an Individual Consultation.

 

 

IMPORTANT:  You must be a NYC Deferred Compensation Plan/NYCE IRA participant to take advantage of this service.  If you are not already enrolled, please visit "How to Enroll" for information about becoming a DCP participant. 


Contact Information

For your convenience, there are 2 ways to contact the DCP Financial Planning Center.

Email
Address your message to: dcp_financial_planning@nyceplans.org

Telephone
Call us at 212.306.5050 Monday through Friday 9AM – 5PM

 

Our Certified Financial Planner™ professionals are salaried and do not sell or recommend any products.  In this way, they are impartial and unbiased.  Certified Financial Planner™ professionals abide by the Code of Ethics of the Certified Financial Planners Board of Standards that mandates that their concern is only that of their clients.


A Few Quotes From Our Participants: