Workplace Retirement Plans and Financial Wellness

Our mission is simple: Reduce financial stress and help people retire

Our retirement plans represent the future of the industry - not just different or better, but also the most ethical and transparent programs possible.

Components of our financial wellness program

  • DYNAMIC ENROLLMENT MEETINGS

    • We deliver jargon-free presentations that motivate employees to save into their retirement plan. Our enrollment meetings have been described as "pep rallies for savings."

  • ONE-ON-ONE COUNSELING

    • We offer 30-minutes, individual financial planning meetings for ALL employees.

  • FINANCIAL SEMINARS

    • Our seminars include non-conflicted expert advice on a range of financial topics, including household budgeting, debt repayment, risk management/insurance and retirement planning.

Employer retirement plan advisor

  • Educate and motivate employees to save
  • Offer individual and group meetings
  • Select and validate investment options
  • Help evaluate recordkeepers and third party administrators

Financial wellness coordinator

  • Design and implement financial wellness programs
  • Provide periodic, topical seminars
  • Offer individual counseling
  • Measure impact of programs

Executive financial planner

  • Offer unbiased, independent planning services to executives
  • Help executives optimize employee benefits
  • Serve as 2nd set of eyes on outside investment account

FAQ

  • WHAT SIZE COMPANIES DO YOU WORK WITH?
  • DO YOU OFFER FINANCIAL WELLNESS PROGRAMMING ONLY?