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Employer Plan Integration

Employer-sponsored retirement plans, such as 401(k)s, offer a valuable opportunity for employees to save for their future. However, managing these plans can be complex and daunting- This is where technology comes in handy. By utilizing software that integrates an employer plan into our financial planning tools, employees will receive a comprehensive view of their finances. With this technology, our financial advisors act as a “quarterback” for the plan, providing guidance and insights to employees. This software also allows for easy tracking of contributions, investment performance, and overall progress towards retirement goals.

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