Access to Complimentary Financial Planning & Recommendations at UNM

Posted By: HR avatar

Published to Newsletter on Jan 06, 2021

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Cherie Knight, MA, ChFC

HR Projects Specialist

Financial Wellness


Have you ever thought about seeking help from a licensed and credentialed financial professional? Or thought that you and your family would need to be wealthy before these kinds of services could be affordable?

You may be surprised to learn that your benefits as a UNM faculty or staff member include personalized financial planning and recommendations at no additional cost to you, from local advisors who represent five companies with proven track records of providing education and planning services to clients nationwide.

In 2009, UNM vetted out and selected AIG, Fidelity, TIAA, and Voya to provide retirement planning and investments for the UNM voluntary 403b and 457b retirement plans. Recently, UNM added Nusenda Credit Union to this group of top-notch companies who stand ready to provide broad-based financial advice and guidance to you as part of your benefits and employee wellness offering.

Each company has agreed to provide these services at no extra cost to you and your loved ones.

What are some of the short- and long-term advantages of working with a professional financial planner?

  • Knowing where you are currently spending your hard-earned money, building an emergency fund, and carving out funds for protecting your paycheck and your loved ones financially with insurance in case the unexpected happens.
  • Making wise decisions moving forward about managing your debt and improving your credit.
  • Saving for short- and long-term goals like buying furniture, improving your home, helping kids with college, and saving for a more comfortable life moving forward.
  • Transitioning successfully to a rewarding and comfortable retirement that includes guaranteed income streams as you and your spouse or partners live to a ripe old age. Money doesn’t buy happiness, but it can definitely buy security and peace of mind!
  • Putting a customized plan into action today can improve your future and the lives of generations of loved ones to come by ensuring that you are building wealth and able to intentionally leave a legacy behind that aligns with your personal vision for the future.

Visit our financial services representatives webpage to make an appointment to discuss details specific to your situation, or email me, Cherie Knight, MA, ChFC, at cheriejean56@unm.edu for more general information about these and other financial benefits available to you as a UNM employee.

Wishing you a rewarding and successful year ahead in 2021.

Tags: FinancialWellness