Services Provided to Company Employees 

  • Employee Financial Wellness Program (See attached list of topics) 
  • One-on-one or family meetings with employees (on-site or off-site)  
  • Provide full financial plan upon request 
  • Assist with 401k investment allocations 
  • Explain various investment options and risks involved 
  • Help understand 401k options (Roth vs Traditional, vesting schedule, matching, etc) 
  • 401k Rollover assistance/consultation 
  • Provide loan/hardship withdrawal education and assistance