Financial Guidance for Retired Clergy and Spouses

EY (formerly Ernst & Young) is a leading global financial services firm, that offers confidential, objective, and sales-free financial counseling at no charge 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.

EY Financial Services

EY can provide unbiased advice on issues such as:

Wespath -administered plans and programs

Clergy Housing Allowances

Starting an effective retirement plan

Purchasing a home

Managing debt

Determining how much to save

Financing college education

Buying a car

Choosing your asset allocation

Purchasing life insurance