Investment Plans Designed

For your unique needs

At some point, we all think about retirement. Maybe you want to live comfortably in a one-room cabin. Maybe you want to bird watch in all 50 states. Maybe you want to step foot on the moon.

No matter where your aspirations lie, TruthPoint Financial provides purpose-driven investment portfolios built to help you get there.

But first, we thoroughly get to know your organization’s values and your employees’ specific needs. That way, we can tailor a unique plan that aligns with your goals.

Your Employees

Are our priority

And we never assume that your employees are investment experts. Whether they are well-informed or newbie investors, we provide easy-to-understand education on our investment choices.

So they can feel comfortable, knowing that their money is being wisely managed while they focus on their goals.

Trustworthy Investment Management

So you don't have to worry

While some retirement plan providers may throw a bunch of investment terms and jargon your way and call it a day, we take a different approach. We are completely transparent with your investments so you never have to feel out of the loop.

Here’s what you’ll get when investing with TruthPoint Financial:

Screened and monitored Mutual Funds and ETFs that an employee can select
Various models—like Target Dated—and more
Regular investment monitoring and recommendations if the performance changes
Biblically Responsible Investing (BRI) options
Diversified investment options for optimal return
Advice on how to invest based on your goals

You want a retirement plan provider that you can trust...
actual people that care about you and what you do.

At TruthPoint Financial, we’re all that and more!

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."

“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.”

Investment Plans Designed

For your unique needs

Your Employees

Are our priority

Trustworthy Investment Management

So you don't have to worry

Screened and monitored Mutual Funds and ETFs that an employee can select

Various models—like Target Dated—and more

Regular investment monitoring and recommendations if the performance changes

Biblically Responsible Investing (BRI) options

Diversified investment options for optimal return

Advice on how to invest based on your goals

You want a retirement plan provider that you can trust...actual people that care about you and what you do.

At TruthPoint Financial, we’re all that and more!

Trusted Perspective

TruthPoint Financial

You want a retirement plan provider that you can trust...
actual people that care about you and what you do.