Financial Planning

NEW! Managed Account option

DATE | 09/16/19
2
Min
Read
array(10) { [0]=> array(5) { ["file"]=> string(48) "magnifying_glass_charts-as195515789-150x100.jpeg" ["width"]=> int(150) ["height"]=> int(100) ["mime-type"]=> string(10) "image/jpeg" ["url"]=> string(99) "https://weabenefits.com/wp-content/uploads/2019/09/magnifying_glass_charts-as195515789-150x100.jpeg" } [1]=> array(5) { ["file"]=> string(48) "magnifying_glass_charts-as195515789-300x200.jpeg" ["width"]=> int(300) ["height"]=> int(200) ["mime-type"]=> string(10) "image/jpeg" ["url"]=> string(99) "https://weabenefits.com/wp-content/uploads/2019/09/magnifying_glass_charts-as195515789-300x200.jpeg" } [2]=> array(5) { ["file"]=> string(48) "magnifying_glass_charts-as195515789-480x320.jpeg" ["width"]=> int(480) ["height"]=> int(320) ["mime-type"]=> string(10) "image/jpeg" ["url"]=> string(99) "https://weabenefits.com/wp-content/uploads/2019/09/magnifying_glass_charts-as195515789-480x320.jpeg" } [3]=> array(5) { ["file"]=> string(48) "magnifying_glass_charts-as195515789-768x512.jpeg" ["width"]=> int(768) ["height"]=> int(512) ["mime-type"]=> string(10) "image/jpeg" ["url"]=> string(99) "https://weabenefits.com/wp-content/uploads/2019/09/magnifying_glass_charts-as195515789-768x512.jpeg" } [4]=> array(5) { ["file"]=> string(49) "magnifying_glass_charts-as195515789-1024x683.jpeg" ["width"]=> int(1024) ["height"]=> int(683) ["mime-type"]=> string(10) "image/jpeg" ["url"]=> string(100) "https://weabenefits.com/wp-content/uploads/2019/09/magnifying_glass_charts-as195515789-1024x683.jpeg" } [5]=> array(5) { ["file"]=> string(49) "magnifying_glass_charts-as195515789-1280x853.jpeg" ["width"]=> int(1280) ["height"]=> int(853) ["mime-type"]=> string(10) "image/jpeg" ["url"]=> string(100) "https://weabenefits.com/wp-content/uploads/2019/09/magnifying_glass_charts-as195515789-1280x853.jpeg" } [6]=> array(5) { ["file"]=> string(49) "magnifying_glass_charts-as195515789-1366x911.jpeg" ["width"]=> int(1366) ["height"]=> int(911) ["mime-type"]=> string(10) "image/jpeg" ["url"]=> string(100) "https://weabenefits.com/wp-content/uploads/2019/09/magnifying_glass_charts-as195515789-1366x911.jpeg" } [7]=> array(5) { ["file"]=> string(50) "magnifying_glass_charts-as195515789-1920x1280.jpeg" ["width"]=> int(1920) ["height"]=> int(1280) ["mime-type"]=> string(10) "image/jpeg" ["url"]=> string(101) "https://weabenefits.com/wp-content/uploads/2019/09/magnifying_glass_charts-as195515789-1920x1280.jpeg" } [8]=> array(5) { ["file"]=> string(50) "magnifying_glass_charts-as195515789-2560x1707.jpeg" ["width"]=> int(2560) ["height"]=> int(1707) ["mime-type"]=> string(10) "image/jpeg" ["url"]=> string(101) "https://weabenefits.com/wp-content/uploads/2019/09/magnifying_glass_charts-as195515789-2560x1707.jpeg" } [9]=> array(3) { ["width"]=> int(6000) ["height"]=> int(4000) ["url"]=> string(91) "https://weabenefits.com/wp-content/uploads/2019/09/magnifying_glass_charts-as195515789.jpeg" } } ===========array(8) { [0]=> array(10) { ["media_query"]=> int(0) ["url"]=> string(99) "https://weabenefits.com/wp-content/uploads/2019/09/magnifying_glass_charts-as195515789-150x100.jpeg" ["width"]=> int(150) ["next_break"]=> int(150) ["ratio"]=> bool(false) ["acceptable_h"]=> int(0) ["acceptable_w"]=> int(0) ["max_image_width"]=> int(1400) ["image_full_width"]=> int(6000) ["percent_width"]=> int(1) } [1]=> array(10) { ["media_query"]=> int(150) ["url"]=> string(99) "https://weabenefits.com/wp-content/uploads/2019/09/magnifying_glass_charts-as195515789-300x200.jpeg" ["width"]=> int(300) ["next_break"]=> int(300) ["ratio"]=> bool(false) ["acceptable_h"]=> int(0) ["acceptable_w"]=> float(150) ["max_image_width"]=> int(1400) ["image_full_width"]=> int(6000) ["percent_width"]=> int(1) } [2]=> array(10) { ["media_query"]=> int(300) ["url"]=> string(99) "https://weabenefits.com/wp-content/uploads/2019/09/magnifying_glass_charts-as195515789-480x320.jpeg" ["width"]=> int(480) ["next_break"]=> int(480) ["ratio"]=> bool(false) ["acceptable_h"]=> int(0) ["acceptable_w"]=> float(300) ["max_image_width"]=> int(1400) ["image_full_width"]=> int(6000) ["percent_width"]=> int(1) } [3]=> array(10) { ["media_query"]=> int(480) ["url"]=> string(99) "https://weabenefits.com/wp-content/uploads/2019/09/magnifying_glass_charts-as195515789-768x512.jpeg" ["width"]=> int(768) ["next_break"]=> int(768) ["ratio"]=> bool(false) ["acceptable_h"]=> int(0) ["acceptable_w"]=> float(480) ["max_image_width"]=> int(1400) ["image_full_width"]=> int(6000) ["percent_width"]=> int(1) } [4]=> array(10) { ["media_query"]=> int(768) ["url"]=> string(100) "https://weabenefits.com/wp-content/uploads/2019/09/magnifying_glass_charts-as195515789-1024x683.jpeg" ["width"]=> int(1024) ["next_break"]=> int(1024) ["ratio"]=> bool(false) ["acceptable_h"]=> int(0) ["acceptable_w"]=> float(768) ["max_image_width"]=> int(1400) ["image_full_width"]=> int(6000) ["percent_width"]=> int(1) } [5]=> array(10) { ["media_query"]=> int(1024) ["url"]=> string(100) "https://weabenefits.com/wp-content/uploads/2019/09/magnifying_glass_charts-as195515789-1280x853.jpeg" ["width"]=> int(1280) ["next_break"]=> int(1280) ["ratio"]=> bool(false) ["acceptable_h"]=> int(0) ["acceptable_w"]=> float(1024) ["max_image_width"]=> int(1400) ["image_full_width"]=> int(6000) ["percent_width"]=> int(1) } [6]=> array(10) { ["media_query"]=> int(1280) ["url"]=> string(100) "https://weabenefits.com/wp-content/uploads/2019/09/magnifying_glass_charts-as195515789-1366x911.jpeg" ["width"]=> int(1366) ["next_break"]=> int(1366) ["ratio"]=> bool(false) ["acceptable_h"]=> int(0) ["acceptable_w"]=> float(1280) ["max_image_width"]=> int(1400) ["image_full_width"]=> int(6000) ["percent_width"]=> int(1) } [7]=> array(10) { ["media_query"]=> int(1366) ["url"]=> string(101) "https://weabenefits.com/wp-content/uploads/2019/09/magnifying_glass_charts-as195515789-1920x1280.jpeg" ["width"]=> int(1920) ["next_break"]=> int(1920) ["ratio"]=> bool(false) ["acceptable_h"]=> int(0) ["acceptable_w"]=> float(1366) ["max_image_width"]=> int(1400) ["image_full_width"]=> int(6000) ["percent_width"]=> int(1) } }
WEA Member Benefits' Managed Accounts allow WEA Financial Advisors, Inc., to help you manage your Member Benefits’ 403(b) and/or IRA account.

Managed accounts are personalized to your goals and provides you with direct access to, and expert advice from, our financial advisors.

A financial advisor will provide regular monitoring of your financial plan and rebalancing of your investment portfolio. Your personalized financial plan will be based on your financial situation, investment objectives, and willingness and ability to take risk. The advisor will also contact you periodically to validate your planning needs and recommend adjustments to your investment portfolio.

$50,000-$249,999 IRA/403(b) asset balance
0.65% program cost
Includes a Retirement Income Projection or Portfolio Analysis each year. After five years, you qualify for a free Retirement Income Analysis.

$250,000+ IRA/403(b) asset balance
0.65% program cost
Includes a Retirement Income Analysis, annual review, and other services offered under WEA Financial Advisors, Inc.

Both levels include online access to an innovative wealth management and financial planning platform. Here you can get a consolidated view of your complete financial picture by linking accounts such as bank accounts, investment accounts, and credit cards. A financial advisor can interact with the information and present solutions/plans through the platform.

Your family may also be eligible to participate in the MAS option. Call us at 1-800-279-4030, Extension 6730 or email weafa@weabenefits.com to schedule an appointment and learn more.