Periodically and as needed, we will provide one-on-one sessions for individual employees to meet with one of our advisors. Our advisors are also available by phone, email or in our office. Providing individualized service allows your employees to receive the financial guidance they need for their specific situation.
Having our advisors available to your company:
- Provides an "on staff" financial advisor for your employees
- Helps employees create optimum allocations based on their risk tolerance
- Incorporates other accounts, investments or questions
- Provides general financial guidance for all aspects of your employee's financial needs.