FPSE Financial Services
FPSE members have free access over the phone or in-person to a Certified Financial Planners and CPA on a wide variety of financial issues, including, but not limited to: tax questions, retirement planning, estate planning, college savings, getting out of debt or loan problems. Some of our financial services programs include:
- In-person financial education seminars.
- Web-based financial education seminars.
- Personal financial website.
- Personal Financial plan (no cost planning experience).
- Retirement savings and planning
- College funding and planning
- New home purchase planning
- Debt reduction and elimination planning
- Retirement savings and planning
- Employer-sponsored retirement plans
- College funding and planning
- New home purchase planning
- Debt reduction and elimination planning
- Life insurance
- Disability income insurance
- Long-term care insurance
- Health insurance
- Auto, home, umbrella insurance
- Business insurance
- Employer-sponsored benefits
- FPSE-sponsored benefits
- Optimal savings and spending balance
- Tax strategies
- Budgeting strategies
To speak with a Certified Financial Counselor, email: Click here
FPSE Legal Support, Resources and Services
FPSE members have both phone and in-person access to qualified attorneys to assist them in a wide variety of legal issues. Areas of expertise include, but are not limited to:
- Divorce and family law
- Debt and bankruptcy
- Landlord/tenant issues
- Real estate transactions
- Civil and criminal actions
- Contracts
In addition to phone consultations, members are entitled to a free 30-minute consultation with a 25% reduction in customary legal fees thereafter.
Members are also entitled to free online Will preparation. Our online Estate Guidance program lets you quickly and easily write a will on your computer. You simply follow the prompts to create and download your Will at no cost. Online support and instructions for executing and filing your will are included. You can:
- Name an executor to manager your estate
- Choose a guardian for your children
- Specify your wishes for your property
- Provide funeral and burial instructions
To obtain legal services, please email: Click here
FPSE Concierge Services
Our Work-Life specialists will help you with your “to do list”. They will do the research for you and provide qualified referrals and customized resources for you with:
- Child and elder care
- Moving and relocation
- Making major purchases
- College planning
- Pet care
- Home repair
To access our concierge services, email: Click here
FPSE Confidential Counseling
No-cost counseling service to help you address stress, relationship and other personal issues you and your family may face. It is staffed by highly trained master’s and doctoral level clinicians who will listen to your concerns and quickly refer you to in-person counseling (up to 3 sessions per issue per year) and other resources for:
Stress, anxiety, depression, job pressures, relationship/marital conflicts, grief and loss, problems with children substance abuse. To access counseling services for you or your family member, email: Click here