You don’t need to worry about your employees’ retirement anymore
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.
Integral parts of our retirement planning solution.
Or call (719) 644-6454