We believe that the education that we provide to your participants is the key to their investment success. Through Group Meetings, Webinars, WhiteBoards, and one-on-one meetings we educate plan participants on saving for retirement, investing properly to meet their goals, as well as hands-off investment options for those participants who would rather not have to make their own investment decisions. Our main focus to teach participants about asset allocation and diversification and how the allocation needs to change with them as they grow closer to retirement.
We also off a service to plan participants called Riskalyze. This is a software program that we walk participants through that pinpoints their risk tolerance score. Once we know their portfolio risk we can dive deeper and look at the risk vs reward potential in a visual format for each investment. Using their current investment amount, monthly savings amount, risk number, retirement year and monthly withdrawal amount we can predict the amount they will need for retirement and what the probability of achieving the results is. We will recommend a personal fund line-up to achieve these results.
Latest Updates & Information
Check out the Second Quarter Market Insights led by Beth Spurry.Watch video here
U.S. Economy – Good The key factors we track, unemployment, housing, and inflation, are all favorable. Unemployment is now in the 4.7% range, while wage inflation has held its slight upward trend.Read full story here
There were two events in the Fourth Quarter that influenced U.S. and foreign financial markets: Donald Trump won the presidential election which led to positive growth on Wall Street & the Federal Reserve’s December interest rate of 0.25% signified the Fed's confidence in the improving U.S. economy.Read full story here