Our commitment to your employees
You will have the advisor support, information and tools necessary to make informed financial decisions which gives you confidence in your finances and retirement readiness.
Our responsibility to the plan participants is that information and advice is given with only them in mind. As a Certified Financial Planner™ and an Investment Advisor Representative I am held to a fiduciary standard of care with every interaction whether that be at the plan sponsor level or the plan participant level.
We educate participants on an individual basis on their options with the Plan. We can review with them a risk tolerance questionnaire and answer questions about the investment options offered within the plan.
We coordinate and conduct enrollment and retirement education meetings for Plan participants and have one-on-one meetings. We also assist:
- In development of a participant education and communication strategy which fits the needs, objectives and demographics of the employee/Plan participant base.
- With review and comparison of the current needs and objectives of the Plan to the education program and goals to ensure the Plan continues to meet its objectives.
- In providing participant support via phone and email communication.