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Financial Planning

Financial Planning is the process of meeting your life goals through proper management of your finances. To help assist in this process, the Benefits Office offers the services of a Certified Financial Planner (CFP) on their staff at no cost to employees and their spouse/domestic partners.

Consultations

One-on-one consultations with a Certified Financial Planner can be made with Theron Lyon by calling the Benefits Office at (951) 827-4766.

Benefits Events

The Benefits Office offers on a regular basis different workshops and presentations on a variety of financial planning topics. Please check out our latest workshops.

Additional Resources

Here are some additional resources and tools to help you in your planning.

Personal Financial Information Organizer This is a document that can be used in developing and maintaining your personal financial records and can be printed and placed in a binder.

Retirement Calculator Tool Use this tool to calculate an estimate of your future retirement income from UCRP.

Forecast Your Fortune You can calculate the potential growth in your Tax-Deferred 403(b) Plan.

Paycheck Calculator Use this calculator to determine the effect on your take home pay when you change your allowances on your W-4.

Mortgage Calculator Use this web site to calculate a monthly payment, early payoff, refinances, etc.

Social Security Retirement Benefit Calculator If you are eligible, calculate an estimated Social Security retirement estimate.

Choosing a Financial Planner Here are tips on how to choose a financial planner.

Contact

Theron Lyon, Benefits Manager, (951) 827-4766, x 2-1434, theron.lyon@ucr.edu
FAX: (951) 827-2192

Address

1160 University Avenue, Suite B
Riverside, CA 92521