Plan Participants

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 is 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


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Latest Updates & Information

2 Q 2018 Market Commentary

The 2nd quarter continued to roll out strong economic results in the U.S. Some of this good data buoyed the market slightly in Q2.

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Second Quarter 2018 Market Insights Video

Check out the Second Quarter Market Insights led by Beth Spurry, CFP, CTFA.

Watch video here

1 Q 2018 Commentary

International Markets continue to be the most favored area of investment for the first quarter of 2018 and looking forward for the next 12 months. The best performing asset class in Q1 was emerging market.

Read full story here