FINANCIAL PLANNING
ADVICE FOR
YOUR EMPLOYEES
The core of our financial wellness program for employees is offering one-on-one financial planning meetings to all employees. These 30-minute sessions are hosted by CERTIFIED FINANCIAL PLANNING PROFESSIONALS™ and are highly interactive. Employees are encouraged to ask any personal finance questions, not just questions about their 401(k) plan. Entry-level employees and senior executives benefit from spending time with our highly experienced and knowledgeable team of financial planners.
COMMON DISCUSSION TOPICS
Retirement Income Projections
Asset Allocation Analysis
Monthly Budgeting
Planning for College Expenses
Tax Reduction Strategies
Estate Planning
Special Needs Planning
Charitable Giving Strategies
Life Insurance Needs Analysis
Long Term Care
Wealth Transfer Strategies
Creating an Investment Strategy Outside your 401(k)
Student Loans
Holistic Financial Planning
BEHAVIORAL FINANCE TOPICS
Behavioral finance is the study of the effects of psychology on investors and focuses on why investors make poor decisions. Money is an emotional topic and we are often our own worst enemies when it comes to investing. We use images and stories that connect with individuals to help illuminate important financial topics. Click on an image to read about each concept.
BEHAVIOR GAP
MARGINAL UTILITY AND DIMINISHING RETURNS
FOCUS
BIGGER THAN YOURS
Incremental Change
Security is a Feeling Not a Number
The Only Goal That Matters
Beating Some Index
Budgeting Awareness
Days or Decades
Less Wrong Tomorrow
Goal = Guess
Product Process Plan
RETIREMENT BENEFITS VIDEOS
Our enrollment videos are customizable to your plan and demographic base. These brief videos are designed to explain important topics related to your 401k plan and are available in multiple languages.
Specific to each business and employer, our 401(k) planning process encompasses a variety of solutions ranging from retirement readiness to investment allocations.
Learn about the impact that a 1% contribution increase makes on your retirement portfolio.
Determine whether a traditional or a roth contribution is right for you and your retirement plan account.