Participant Services

Our status as independent retirement plan consultants enables us to provide your plan participants with what they value most — investment guidance to help them feel confident about the decisions they are making to pursue their retirement goals.

Participant education

We will work with your participants to:
 

  • Explain the importance of retirement planning and the options available under the plan
     

  • Determine their unique investment objectives, tolerance for risk, and time horizon
     

  • Recommend an asset allocation model suited to their personal needs or goals, based on the investment alternatives available under your plan



Custom communication programs


We offer a specialized approach to communication and can:

  • Tailor a communication program that addresses your specific needs
     

  • Deliver presentations on broader financial planning topics
     

  • Conduct educational meetings in either group or individual settings

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PlanWise Financial Group
4801 Spicewood Springs Road, Suite 200, Austin TX 78759

Phone: 512.290.9020  |  Fax: 512.290.9010 

This communication is strictly intended for individuals residing in the states of AR, CA, CO, FL, GA, ID, IL, LA, MA, MD, MI, MN, MS, NJ, NM, NY, OK, PA, TN, TX, UT, VA, WA, WY. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser.

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