Implementing smart financial strategies such as budgeting, saving, and planning for retirement can help your current and future financial needs. Establish a solid financial foundation with the tools and resources below.
Explore Financial Resources
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Your Personalized Retirement BluePrint
A personalized Retirement Blueprint® from CAPTRUST can be a valuable tool to help you plan for and navigate your retirement benefits and other financial priorities (e.g., budgeting, debt, credit, college savings) through CAPTRUST’s participant advice program. Learn more about how a Retirement Blueprint® can improve your financial future and how CAPTRUST can help you achieve your goals.
Savi Student Debt Solution
The Savi Student Debt Solution program can assist you in navigating federal repayment plans and loan forgiveness programs. Now available free to benefits-eligible employees, Savi digitizes and streamlines the PSLF application process, helping you confirm your eligibility, complete your Employment Certification Form, and stay on track for forgiveness without the hassle. UA employees save an average of $187/month after enrolling in Savi, and for those on the path to PSLF, the long-term savings can be life-changing. Offered through Savi and TIAA. Want to learn more first? Join an upcoming webinar.
Take Charge America Financial Counseling
University of Arizona employees and their family members have access to free financial counseling and education through Take Charge America. Certified counselors can help with budgeting, debt management, credit improvement, and housing-related concerns. Whether you're looking to reduce debt, strengthen your financial plan, or address housing challenges, personalized support is available to help you achieve your goals. Be sure to mention your University of Arizona affiliation when contacting Take Charge America.
ORP & Voluntary 403(b) Retirement Advisors
Investment providers approved by the Arizona Board of Regents
Fidelity Investments
Fidelity Investments help you make better decisions with easy-to-use tools and straightforward insights from experienced professionals. From strategy to analysis, our calculators and tools help you plan, evaluate, and track your finances so you’re always in the know.
TIAA Financial Planners
It's essential that you start now and stay invested for your future. Taking smart financial steps today may help lead you to a solid financial future after you’ve stopped working. TIAA can also help you work through federal repayment plans and loan forgiveness programs.
Additional Resources
Request a Presentation
Foster a culture of well-being in your office by including presentations on financial wellness in a meeting or a department retreat. For groups, units, and departments.
ComPsych FinancialConnect
ComPsych FinancialConnect provides access to an in-house team of financial specialists who can offer unlimited, objective financial guidance on a broad range of issues. This service is available to all benefit-eligible University of Arizona employees, their dependents, and members of their households.
Call anytime 24/7:
855-511-9855 (TTY: 800-697-0353)
Contact Us
Have questions about this program?
Connect with the Life & Work Connections Team
Phone: 520-621-2493
Email: [email protected]
Have questions about your benefits?
Connect with the HR Solutions team
hr.arizona.edu/contact-us