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.

low-performance.png

RISK TOLERANCE REVIEW

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

value.png

PORTFOLIO ALLOCATION

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

presentation.png

RETIREMENT INCOME PROJECTION

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