Employee Education

Employees sometimes feel that they have no direction in 401(k) and 403(b) plans. We help employees start and stay in a long-term investment model. Working with us provides you and your employees with the opportunity for educational experiences, courtesy of our advisors.

Our advisors will offer educational opportunities, focused on the importance of long-term saving, the benefits of low-fee index funds, planning for retirement, and more. We are 100% independent, we do not cross-sell your employees other financial instruments like annuities and insurance (be aware that this happens in the industry). The educational opportunities are simply that: an education.