Financial Consultations

Overview
Making decisions about your money can feel difficult, especially when it comes to retirement. But you are not alone—access to financial consultants is included as part of your retirement plan, at no cost to you!
Use this service request to ask questions about:
Eligibility
All employees of Texas A&M Health, Texas A&M Galveston, and Texas A&M University.
Resources
  • Employee Financial Consultations:  Offers free financial consultation sessions for Texas A&M University employees, providing guidance on retirement planning, investment strategies, and achieving financial goals. 
Need More Help?

Click the "Financial Consultations" button on the top right of this page.  Complete the required fields and submit the request.  You will receive an open ticket notification.  If additional information is needed, you will be contacted by the respective support team.  Ticket status can be tracked in the portal under the View Tickets tab.

NOTICE:  Protecting Your Privacy and Ensuring HIPAA Compliance
At HROE, we are dedicated to safeguarding your privacy and ensuring full compliance with the Health Insurance Portability and Accountability Act (HIPAA). Please note that TeamDynamix is not designed to store or manage any personal identifiable information (PII) or protected health information (PHI).
 
To uphold the highest standards of data protection, we kindly ask that you refrain from sharing any PII or PHI in this electronic form.