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Dartmouth-Hitchcock Financial Fitness Advisors (FFA)
Services available for D-H Employees through the Financial Fitness Program

These are the services available to you through FFA under the D-H Financial Fitness Program. Services highlighted in green represent core services under the program. D-H will pay the cost of these services for you.  For your information, non-core services will be offered at costs that  are competitive with normal marketplace charges.

1.  Understanding and effectively using D-H sponsored Retirement benefits

2.  Establishing and managing emergency funds

3.  Establishing and managing cashflow

4.  Establishing and growing net worth

5.  Accumulating assets for retirement

6.  Establishing and managing investment strategies for all accumulating assets

7. Asset distribution at retirement or termination including form and amount of qualified (403(b)/401(a), pension, social security) and non qualified plan (options, SERP, personal savings) distributions

8.  Understanding federal and state sponsored Retirement support benefits

9.  Student Loans

10.  Managing, controlling and extinguishing Debt in all forms

11. Managing major purchases including home, autos and recreational properties

12. Managing Death risks (life insurance planning, etc.)

13. Managing Disability risk

14. Managing Risk and Liability (personal)

15. Accumulating assets to cover education costs for children and others

16. Establishing and maintaining wills, trusts and estate plans, and documenting these plans and updates

17. Evaluating Long term custodial care

18. Reviewing Charitable Giving strategies

19. Continuing inquiries with Planners and support sources



 

   
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