Financial Counseling Services – All Members


You are eligible to participate in the Financial Counseling Program if you have attended the Financial Planning Education webinar and either:

  • Understanding Your Plan or
  • Service Retirement and DROP Entry

This counseling program provides a personalized review of your financial situation and offers guidance in developing a comprehensive retirement plan as you exit DROP and transition into retirement.

Financial Counseling process:

Financial Counseling Program Flyer

If you are interested, you may contact Cambridge Financial (program counselor) directly at (949) 247-3503. For more information on the program, you may contact the Communications and Education section.