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A Better
PlanAwaits

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

Align Investments
To Your Values

Minimal Administration Required

Increase Employee
Engagement

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.

The Advice of Professionals

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Specialized Investment Plans

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Enroll, Educate & Engage

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Comprehensive Administration

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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."
Richard Wilson, Managing Director, TruthPoint Financial
"For more than 30 years, PenServ has been partnering with Financial Advisors to provide recordkeeping, administrative and consulting services to ensure compliance for 403(b), 401k, 457(b), faith-based employers, church plans, and for-profit employers. We have been guided by three essential elements deeply rooted in our history and corporate culture: knowledge, integrity and commitment to our clients. We are committed to financial advisors that serve our clients and maintain the same essential elements.”
Susan Diehl, CEO, Penserv
“Time is the only constant, and retirement savings is, simply, about accumulating resources faster than we spend them. In our work over 19 years, 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.”
Craig Van Hulzen, Van Hulzen Asset Management
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What if your employees loved their retirement plan?

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TruthPoint Financial

13395 Voyager Parkway, Suite 130-195
Colorado Springs, CO 80921

Investment Advisory services offered through TruthPoint Financial, LLC, a Registered Investment Adviser with the State of Colorado

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