Innovative Strategies Based on Research
Helping people achieve a lifetime of financial security is a challenge we fully embrace. Since no one knows how long they’ll live, how much wealth will be required, or the events ahead, we’re constantly developing innovative tools and solutions to better prepare people for today — and tomorrow.
It’s why we work with some of the brightest minds and research-driven institutions in the world, to gain a truly holistic perspective on the many elements that make financial planning successful. That insight guides us, and in turn, guides the financial professionals and employers that we work with, as well as their clients and employees.
A Holistic Approach to Retirement
We know that when it comes to retirement planning, the importance of accounting for both financial and physical well-being cannot be overstated. Without health, wealth is harder to achieve and maintain.
As organizations increasingly seek forward-thinking solutions for their workplaces, we’ll continue to deliver proven plans and strategies backed by the research and resources of the American Heart Association.
Helping Caregivers Prepare for the Future
As America’s population ages, more adults are helping their parents physically, emotionally — and financially.
Caregiving is a conversation that financial professionals need to have so they can understand the issue from a client’s perspective. What problems are clients facing? What does this mean financially?
Anticipating a client’s needs before they even recognize the need conveys a genuine commitment and fosters lasting relationships.
