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Modern Office
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.

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RISK TOLERANCE REVIEW

Determine investment objectives and feelings about risk to identify an appropriate portfolio allocation profile.

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PORTFOLIO ALLOCATION

Recommend a portfolio that balances peace of mind with an employee's ability to achieve their retirement goals.

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RETIREMENT INCOME PROJECTION

Illustrate potential asset growth and projected retirement income based upon current savings rate and accumulated assets.

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