Services Provided to Company Employees 

• Employee Financial Wellness Program (See attached list of topics) 
• One-on-one or family meetings with employees (on-site or off-site)  
• Provide full financial plan upon request 
• Assist with 401k investment allocations 
• Explain various investment options and risks involved 
• Help understand 401k options (Roth vs Traditional, vesting schedule, matching, etc) 
• 401k Rollover assistance/consultation 
• Provide loan/hardship withdrawal education and assistance