Financial Planners

Financial planners from DMBA and financial consultants from TIAA are available to all full-time benefitted BYU personnel at no extra cost. They visit our campus a few days every month to provide one-on-one appointments of up to one-hour each. All are professionally certified to provide personal financial guidance.

DMBA Financial Planners

Make an appointment by calling 1-801-578-5627 or 1-800-777-3622, ext. 5627, or emailing finplanning@dmba.com.

For more information, please log on to dmba.com and visit the "Financial Planning" section after clicking on the "Retirement" tab. DMBA's "Guide to Financial Planning" brochure is also attached below.

TIAA Financial Consultant

Make an appointment by calling 1-800-732-8353.

You must have a TIAA account or be interested in exploring retirement options available through TIAA to meet with a financial consultant.

 

Attached Documents
dmba_guide_to_financial_planning.pdf