Finding and building a relationship with a trusted advisor is an important part of retirement planning. You will have many decisions to make as you actively plan to retire.  A credentialed financial advisor can provide advice and insight to assist you as you make these decisions.

The UO benefits team directs you to resources and supports you in your preparation, but is unable to provide financial planning advice. You are strongly encouraged to contact a Financial Advisor to be a part of your retirement planning team.

If you do not already have a Financial Advisor on board, use the following resources to assist with finding one.

• Contact your bank or credit union
• Employee Assistance Program
• PERS Publication--Important Information for you about Selecting a Financial Advisor
• Contact your retirement plan administrator:
  Fidelity
  TIAA
  Valic
• Find a certified financial planner through a professional organization:
  Financial Planning Association
  Certified Financial Planner Board