One-on-one or Small Groups Sessions are a great way to engage employees, review financial situations, and provide investment advice. These meetings are important when building plan participation and encouraging sound financial decisions. We recommend annual sessions and find that our impact on financial behavior grows as we build relationships with employees.
Sessions Often include:
Suggested Savings Plan
Risk Tolerance & Asset Allocation Strategy
Open Conversations about Financial Health
30-45 minutes with a fee-based Advisor
Financial Health Assessments
Review of Retirement Readiness