Here are some of the questions we have encountered regarding our service and how it’s done.
Frequently Asked Questions
Your 401k plan provider is responsible for providing guidance specific to your employer sponsored retirement program. The financial professional we provide are responsible for addressing each individual’s overall financial strategy including liquidity planning, debt planning, insurance planning, estate planning, and investment planning. Our services compliment your existing benefits package because the professional highlight the unique benefits you have offered them including retirement account options.
We are not a financial planning company. Our job is to develop and administer a financial wellness program for the companies we serve.
Your employees are given an action plan that identifies key areas of their financial strategy that need attention. Some of our independent financial professionals have the ability to implement aspects of the action plan including investments and insurance.
Each individual that utilizes our services is given a survey at the end of each face to face meeting to evaluate the effectiveness of the financial professional they met with. In addition we have optional financial literacy surveys that can be utilized to evaluate before and after success rates.
We realize you are extremely busy. We develop a customized communication plan to drive utilization that takes nearly all of the work off your plate. Sit back, relax, and let us explain why your employees have an amazing employer.