At Jennings Financial Planning, everything we do is guided by one objective: providing your employees with a better chance of successfully saving for retirement.
We know that it is a retirement plan, not an investment plan – simply monitoring funds is just not enough. We will provide your employees with direct, objective guidance on their retirement readiness by collaborating on risk assessment, saving strategies and evidence-based investment plans.
We bring simplicity to retirement planning. Employees need assistance, and we offer a range of participant services to guide them through these decisions.
- One-to-one meetings.
- Group presentations (on site, online or both) to educate participants on a variety of financial topics.
- Direct phone number to an advisor, not a call center.
- Quarterly newsletters that provide a range of information, including the performance of the plan’s model portfolios and individual funds.
- Online tools and resources.