Employee Services

We develop thoughtful communication programs that focus on the long-term financial well being of your employees. From group information sessions to personalized planning and advice, ClearPoint Financial Partners works to increase participation, plan appreciation and overall retirement readiness.

Risk Tolerance Review - determine investment objectives and feelings about risk to identify an apporpriate portfolio allocation profile.

Portfolio Allocation - recommend a portfolio that balances peace of mind with an employee's ability to achieve their retirement goals.

Retirement Income Projection - illustrate potential asset growth and projected retirement income based upon current savings rate and accumulated assets.

Virtual Meetings

Face time is important but with busy schedules employees may not always have time to meet in person. Video chat gives us the ability to stay in touch, on their terms.

click to GoToMeeting
Click for Sample Risk & Allocation Assessment
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Click for Sample Retirement Income Projection
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Park and Elm Investment Advisers LLC is a registered investment adviser in the State of Indiana and Washington. The Adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption. Park and Elm Investment Advisers LLC is doing business as ClearPoint Financial Partners.