Our People, Our Process, Your Participants!
As a team, one of our main goals is to help employees achieve financial freedom. The Freedom Board, made from cut up credit cards, is our everyday reminder to assist our client's employees to achieve financial freedom and retire with dignity.
Having a well-documented prudent process helps protect our clients as fiduciaries. The process we deliver to our clients is the foundation of the protection we help provide. Whether it is taking committee notes, tracking participant interactions or our online fiduciary vault, we feel our clients are confident we have the right process in place to help protect them as a plan fiduciary.
Our team believes that participant education is part of our responsibility as a plan advisor. Our team has been recognized because of our focus on participant engagement and financial wellness. Helping our participants achieve financial wellness shines through in all that we do. Our passion for the participants and our unwavering focus on implementing goals and tracking the results is something we are most proud of.