Education Only

There are times when education is the only option for a company, as its employees do not need advice, but instead a company wants to ensure its employees understand design changes, investment changes, etc. Education is a good option for some plans seeking to comply with 404(c). Our workshops and consultations have been revered by our clients, and can provide your employees the help they need in a clean, concise, easy to understand format.

• 401(k) Investment Workshops - Our workshops are designed to provide education that impacts the novice investor as well as the expert investor, with a focus on analogies that have earned us rave reviews from our clients.
  
  
• 1on1 Consultations - We will provide participants a review of their individual investment profile, then compare and visually map their portfolio on an asset allocation worksheet. 
  
  
• Visual Examples - We have found that visuals translate much better than industry terminology. Hence, all of our materials are geared to provide a visual demonstration of how their portfolios should look, versus how they do.
  
  
• Flat Fee - We charge a flat fee per day plus travel regarding