Virtual 1:1 Financial Consultations | Heffernan Financial Services
As a Santa Clara University employee, you have access to our independent financial advisors at Heffernan Financial Services as an employee benefit. Their goal is to assist you with your retirement planning needs and to make sure you have a good understanding of the tools and resources available. This is your personal employee benefit financial consultation. Please utilize the team as they can assist you in a wide array of financial planning topics.
Session discussions include, but are not limited to, Investment Allocation, 401(k) Options (Roth, Pre-Tax), Saving for Retirement, Risk Assessment, and Cash Flow Review.
To schedule a 1-on-1 appointment, contact Maggie Vescio, Client Services Manager, at firstname.lastname@example.org