A Better
PlanAwaits

You don’t need to worry about your employees’ retirement anymore

We Make Retirement Investing Simple and Easy for Everyone

Our 4-step process begins with an in-depth understanding of your employees’ financial goals, as well as the values you share.

We work with a nationally-recognized financial advisory firm to create an investment plan perfectly aligned to your needs.

Once the plan is set, we’ll enroll your employees. Then, we provide ongoing educational resources and events to increase employees’ engagement with their plan.

Finally, we regularly review your plan to find growth opportunities, providing ongoing guidance in your goal to serve employees’ retirement planning needs.

The TruthPoint Client-centric Process

1. Listen for your goals.

2. Create a plan aligned to your goals.

3. Enroll & educate your plan participants.

4. Provide ongoing management & service.

Our Services

Integral parts of our retirement planning solution.

Trusted Perspective

"Every generation faces realities that shape its outlook on life and money. That is why a one-size-fits-all approach doesn't work for every employee. For example, Millennials have experienced more obstacles to financial success than previous generations. These realities should inform retirement planning."

"For more than 30 years, we have been partnering with Financial Advisors to provide recordkeeping, administrative, and consulting services to ensure compliance for 403(b), 401(k), and 457(b) faith-based employers, church plans, and for-profit employers. We have been guided by three essential elements: knowledge, integrity, and commitment to clients. We are committed to financial advisors that serve our clients and maintain the same essential elements.”

“Time is the only constant, and retirement savings is, simply, about accumulating resources faster than we spend them. In our work, we help clients discover those very personal and compelling reasons to sacrifice today to prepare for tomorrow. It is as much about discovering purpose as it is about crafting a financial strategy.”

Take the First Step Today

Or call (719) 644-6454

A Better
PlanAwaits

Align Investments
To Your Values

Minimal Administration Required

Increase Employee
Engagement

We Make Retirement Investing Simple and Easy for Everyone

Our Services

The Advice of Professionals

Specialized Investment Plans

Enroll, Educate & Engage

Comprehensive Administration

Trusted Perspective

What if your employees loved their retirement plan?

Take the First Step Today

TruthPoint Financial

A Better PlanAwaits

Align Investments To Your Values

Minimal Administration Required

Increase Employee Engagement

We Make Retirement Investing Simple and Easy for Everyone

Our Services

The Advice of Professionals

Specialized Investment Plans

Enroll, Educate & Engage

Comprehensive Administration

Trusted Perspective

What if your employees loved their retirement plan?

Take the First Step Today

TruthPoint Financial

A Better
PlanAwaits

Align Investments
To Your Values

Increase Employee
Engagement