Intentional Wealth

Deliberate Outcomes

Business owners want to offer outstanding benefits programs that are safe and easy to manage and attract and retain top talent. Employees want to provide for themselves and build toward their ideal retirement.

For this, you and your employees deserve more than a one-off meeting, a take-home brochure, and an overwhelming list of “DIY” investments. Your Business Benefits™ delivers:

  • Start-to-Finish Support. Upfront and ongoing, your employees receive the tools, technology, and expert assistance they need to budget, save, spend, invest, and generally make better decisions about their benefits.
  • Evidence-Based Investing. We’ll introduce your employees to the same evidence-based investment strategies and solutions [hyperlink to EBI infographic or IM page elsewhere on the website] we use to help individual investors build personal wealth. Our model portfolios help plan participants invest efficiently toward their goals, while managing the market risks involved.
  • Process Management Monitoring. How do you know if you’re fulfilling your fiduciary duty to oversee your benefits program? Measure it! Our exclusive Benefit Plan Monitor™ report card provides quarterly performance metrics on what’s working well, and where adjustments may be warranted … whether you’re tracking participation rates, advisory services, investment outcomes, or more.