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Recent testimonials
“[My representative] was not only very professional but also knowledgeable on all financial topics I had questions on. He inspired my trust and confidence that I was getting reliable advice. It was a great first session! Thank you!”
“[My representative] was incredible. This meeting was an excellent use of time. His calm and relatable demeanor combined with the safe/judgement free zone was a great experience. He gave us great action items and I look forward to meeting with him again.”
“[My representative] was very helpful and patient with all of my financial questions. If there was confusion about anything he would clarify and give detailed examples to help me better understand concepts. Thank you for all your help.”
“It was a good meeting and my questions were answered to my understanding and I have a direction to my retirement.”
The average American is falling behind financially
Among working Americans:
57% are stressed about their finances.¹
68% do not have a trusted financial advisor.²
40% say good financial advice costs more than they can afford.²
48% say it is hard to know which financial advice can be trusted.³
64% are expected to retire with less than $10,000 in their retirement savings accounts.°
40% would struggle to come up with $400 for an unexpected expense.ⁿ
The following survey by PricewaterhouseCoopers illustrates the severity of financial stress in America:
Which of the following causes you the MOST stress?
why is this important to an employer?
¹ PwC 2017 Employee Financial Wellness Survey
² Northwestern Mutual Planning & Progress Study 2016
³ TIAA-CREF survey via KRC Research 2013
° 2019 Retirement Study, GoBankingRates.com
ⁿ Federal Reserve’s 2018 Survey of Household Economics and Decision Making