Retirement Services & Financial Advisors - Serving Columbus & Beyond
Did you know that the majority of investors make investment decisions using recent performance as a primary factor when deciding where to invest? Or that giving employees too many investment options is more likely to cause them not to participate? With 401(k)s and other employer-sponsored retirement plans becoming the primary investment vehicle for most Americans, we help your company address these and other common missteps employees regularly make.
We provide tools like Riskalyze® to help you and your employee prepare the right portfolio for your goals, then show how your retirement map matches up to your expectations. This is invaluable as we also show what you can do to take control of your retirement.
Or better yet, try the tool yourself.Free Portfolio Risk Analysis
We tailor our employee education meetings and programs for you and your company, providing a solution specific to your company. From one-on-one meetings where we can help employees make informed decisions, to large group meetings where behavioral finance techniques can help lead employees to being better prepared for retirement, we look at several things that can help you and your employees be better prepared for retirement. Some of these include education campaigns via email or mail, regular meetings, plan designs, and advisor availability, just to address a few
We work with you and your company to tailor this process for what will work best for you and your business's operations. We can offer meetings at convenient times for you and your company, including evening hours. Also, we develop individual education materials that can be sent to participants to keep their retirement goals on track. These techniques help employees develop new habits for a better retirement. Retirement is a race against time though, so contact us today to help you and your company be better prepared for retirement.Schedule a Call Request Information