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Request an individual meeting with a certified financial planner to assess your current financial situation and set goals to meet future needs.
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To assist BYU employees with planning for retirement and future financial needs, DMBA offers a Financial Planner service. Employees may request an individual meeting with a certified financial planner to assess their current financial situation and set goals to meet future needs. This is a free service.
The Planners come to campus every other Thursday. To make an appointment with a DMBA Financial Planner, employees should call 1-800-777-3622, extension 5627.
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