we begin with the end in mind 

CONNECT

Address:

1325 Myrtle Ave
Charlotte, NC 28203

Phone:

(704) 733-9166

Fax/Other:

(704) 919-5090

Participant Level Services

A significant outcome to the recession of 2008-2009 was a reduction in employer sponsored retirement plans. This left many plan participants without plans wondering what to do and the ones with a plan wondering why they should invest. Many plan participants stopped or reduced their contributions during a period that offered a great opportunity to long term investors. Many plan providers sighted a lack of on-going education in combination to the downturn in the market for this change. Not only do we assist the employer, there is a responsibility to the plan participants. We provide the following services to plan participants to help promote the plan opportunities in addressing their long term retirement goals:

  • Group Investment Education Meetings
  • Risk Tolerance Quiz
  • Asset Allocation Models*

*Asset allocation does not ensure a profit or protect against a loss.