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 appropriate portfolio allocation profile.
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.