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:

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• 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