Financial Planning Services



Whether you’re new to the Church, or 30 years into your career or ministry, finances play a significant role in how you live—today and in retirement. You may have managed your own finances, but it’s a good idea to make sure you are on the right track by speaking with a financial professional. Wespath Benefits and Investments (Wespath) offers confidential, objective financial counseling at no charge* to eligible participants** from EY, a leading global financial services firm.

EY Financial Planning Services can help evaluate your financial situation and address retirement-related and other concerns. EY financial planners have special training in topics important to participants, including Wespath-administered plans and programs, and the clergy housing allowance. EY also offers assistance in:

  • Budgeting
  • Managing credit card and other debt
  • Determining how much to save
  • Making investment decisions
  • Considering before-tax, Roth and/or after-tax contributions to retirement plans
  • Creating an effective retirement plan
  • Understanding tax issues
  • Evaluating insurance needs and options
  • Buying a home or car
  • Financing a college education
  • And more!

When you speak with EY, you receive professional advice without the sales pressure, since EY does not sell any investment or insurance products. To speak with a financial planner, call EY directly at 1-800-360-2539, Monday through Friday from 8:00 a.m. to 7:00 p.m., Central time.

* Costs for these services are included in Wespath’s operating expenses that are paid for by the funds.

** Financial planning services are available to active participants and surviving spouses with an account balance in Wespath-administered plans, and to terminated and retired participants with an account balance of at least $10,000.


Contact EY

Speak directly with an EY financial planner by calling 1-800-360-2539, Monday through Friday from 8:00 a.m. to 7:00 p.m., Central time.

Access the online EY Financial Planning Center where you can:

  • Browse a wealth of information on financial planning topics
  • Use calculators, questionnaires and other assessment tools
  • Schedule a call with a Financial Planner
  • Take part in monthly webinars
  • And much much more!

Hark cover image October 2019

Hark!—October 2019


close (X)