Financial Care: Financial Assistance Services

As a Novant employee you have the opportunity for a free telephone consultation with a financial planner to discuss certain financial matters. Additionally, employees can receive low, fixed fees for the preparation of personalized financial plans, which may be necessary to answer substantive questions that are specific to your individual situations.

Some other financial planning services include:

  • Tax return preparation and analysis
  • Retirement planning
  • Educational savings plans
  • Long-term care review
  • Planning for savers
  • Planning for investors
  • Life insurance review
  • Disability insurance review
  • Debt management and counseling
  • Personal liability management
  • Property and casualty insurance review
  • Auto insurance review
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