We believe that a financially educated employee is a better, more productive employee. We know that complete financial education goes beyond a company’s 401k plan. That’s why we provide group employee enrollment and one-on-one employee education for those who request it. We also have an onsite training and education center to help ensure a safe, optimal learning environment for your employees and their spouses.
Our Reviews
Tom Turner and his staff were extremely helpful, attentive and knowledgeable from our first meeting to our last as we transitioned our portfolio from a non performing platform to one that more suited our investment goals. They guided us through the morass of financial entanglements that had been created by my previous advisor into a simplified and easy to understand platform. My husband and I are forever grateful to Tom for his patience, guidance and humor during this process. We hope to have a long and lasting financial relationship with this guru! – Joan Lindquist