CUSTOM STRATEGIES FOR YOUR ORGANIZATION'S

RETIREMENT  PLAN  NEEDS

DECISION MAKER SERVICES

Helping retirement plan sponsors make informed decisions, meet fiduciary responsibilities, and improve an important employee benefit.

EMPLOYEE SERVICES

Guiding employees through the enrollment process, providing easy-to-understand investment education, and assisting with account consolidation.

WHAT WE DO

Help organizations provide a more meaningful retirement plan to their employees and reduce the stress that comes with saving for retirement.

WHYWE DO IT

Because employees want help becoming financially confident for retirement and employers are looking for ways to attract and retain talent. 

"In fact, workers spend nearly 3 hours per week worrying about money issues." (source: Mercer, 2017)

WHY WE DO IT

Because employees want help becoming financially confident for retirement and employers are looking for ways to attract and retain talent. 

"In fact, workers spend nearly 3 hours per week worrying about money issues." (source: Mercer, 2017)

HOW WE DO IT

There are many ways we can improve your organization's retirement plan. Immediate improvements may include:
  • Lowering fees
  • Improving plan design
  • Upgrading the recordkeeping platform
Longer-term improvements are possible with consistent, relatable and actionable communication with you and your employees. 
WHO WE SERVE

HOW WE DEFINE A 
SUCCESSFUL RETIREMENT PLAN

OUR TEAM

CY. T. HESS, CFA®

Retirement Plan Advisor

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ROBERT C. BATICK, JR., AIF®

Retirement Plan Advisor

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CONTACT US TODAY

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