Want to save more and stress less? Throughout life’s journey, you’re going to run into financial roadblocks, questions and decisions, both big and small, that affect your financial future and your success. With My Secure Advantage (MSA), we’ve got your back, and we’re here to help!
*This service has been provided to you by your company free of charge for 90 days; if you wish to carry on service past 90 days, you will be required to subscribe to this service for a fee.
MSA Financial Coaches provide education-based consultations. They do not give financial or investment advice, manage assets, or act in a fiduciary capacity. They instruct and guide in a way that best serves the interests of the Member.
What is My Secure Advantage (MSA)?
What will the program do for me?
What is a Money Coach?
What subjects can I discuss with my Money Coach?
Can my spouse/partner join me during consultations?
How often do I meet with my Money Coach and how long are consultations?
What experience does a Money Coach have?
MSA Money Coaches have completed over 1 million coaching consultations and the team has an average of twenty-two years of relevant professional experience and multiple certifications from the financial services industry. Designations & accreditations:
AFC® Accredited Financial Counselor®
Behavioral Financial Advisor™
Certified Credit Counselor
Certified Tax Coach™
CCFS™ Certified College Funding Specialist™
CCRR® Certified Credit Report Reviewer
CCRS™ ICFE Certified Credit Repair Specialist™
CDFA™ Certified Divorce Financial Analyst®
CFEd® Certified Financial Educator®
CFP® Certified Financial Planner™ Professional
CITRMS® Certified Identity Theft Risk Management Specialist®
CMPS® Certified Mortgage Planning Specialist
CPA Certified Public Accountant
CSA Certified Senior Advisor®
CTEC California Registered Tax Preparer (CRTP)
EA Enrolled Agent
Education Loan Analyst™
Fair Credit Reporting Act Certification
FRS™ Fraud Resolution Specialist™
Life and Work Coach
When is my Money Coach available to talk?
Is my information kept confidential?
How do I get started?