Ernst & Young Financial Planning Services

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Unlimited Access to Financial Planning Services

At no cost to you, the Pension Boards-United Church of Christ, Inc. (PBUCC) offers its members unlimited access to financial planning services through Ernst & Young. These services include EY Navigate™ and the EY Navigate™ Financial Planner Line. Read below for more information.

EY Navigate™ is a financial wellness service that helps you navigate your financial journey with information and tools for every stage of your life and career.  You can evaluate your financial position, reach your retirement planning goals, or learn how to manage other financial concerns such as managing debt, budgeting, or understanding complex tax issues.


Register for EY Navigate™ Now!

Visit the EY Navigate™ website at; click Get Started; and enter your 7-digit Member ID (without the hyphen); and follow the prompts. To learn more, please watch this introduction to EY Navigate. 

Download the EY Navigate™ App!

The EY Navigate™ App has all the great features of the EY Navigate™ financial planning website that you can use on-the-go through your mobile device:

  • add your financial accounts to easily track your spending and budget all in one place
  • get one-on-one, professional, objective guidance from EY financial planners
  • use a unique set of tools to evaluate purchases, reduce debt, save, and more.

Download the app on the Apple or Google Play stores.


EY Navigate™ Financial Planner Line 

Through the EY Navigate™ Financial Planner Line, members can speak directly and confidentially with an EY financial planner, also at no cost to you. Financial planners are trained in topics of importance to Pension Boards members, including PBUCC-administered plans and programs. The financial planners deliver independent, objective, and confidential financial education and counseling, and can assist you with the following financial services:

  • Planning for retirement
  • Determining how much to save
  • Making investment decisions
  • Understanding tax issues
  • Budgeting
  • Insurance needs and options
  • Buying a home or car
  • Managing credit card and other debt
  • Financing college education
  • and more

EY financial planners do not sell investment or insurance products. They provide professional advice without sales pressure. To speak with a planner, call the EY Navigate™ Financial Planner Line at 1.877.927.1047, Monday through Friday from 9:00 a.m. to 8:00 p.m. (ET).

Not sure where to start? Click here to learn more.


EY TaxChat™ App

The EY TaxChat™ app is an on-demand, mobile tax preparation service that connects Pension Boards members with Ernst & Young (EY) tax professionals in an easy-to-use online environment, making the filing of tax returns simple, fast, and reliable.

  • Get securely matched with EY tax preparer most suited for your tax situation
  • Rely on a dedicated EY professional to prepare and file taxes for you
  • Costs start at $199 - much less expensive than a traditional tax preparation service

To receive a free, no-obligation price quote, click here.

“I have been working with Danny [an EY financial planner] since 2015. He has been very helpful in guiding me to a sustainable financial retirement. He is very knowledgeable and has a great personality. I will miss talking with him and I highly recommend him to anyone looking to establish their financial well-being.”
“My only regret about the EY website and Jeff is that I didn't discover them sooner. As a finance-phobic person, Jeff and EY did me a huge favor by not only laying out my (long-overdue) financial " big picture" in sobering clarity, but by doing it in a way that didn't make me feel like financial imbecile. I feel very fortunate that EY provides such a resource, and I definitely plan to use it repeatedly in the future.”