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Because we care as much about your retirement plans as you do.
When a company chooses to utilize Woolman Financial Group for their retirement plan, they get more than just a plan. We offer educational services to employees. Outside of our educational services available for their retirement plan, we encourage employees to call one of our advisors to discuss their individual personal financial issues: cash flow management, debt reduction, college funding, general financial positioning, home or car purchases, insurance needs, etc. Company morale may be enhanced when employees understand that we are not simply concerned about their participation in the 401(k), we are concerned about them and their families. We want to help them create financial independence by making smart decisions about money.
We offer educational financial seminars for employees that strive to help participants understand their investment options within their 401(k). We view the 401(k) as just one component in a person's financial life.
In addition to our excellent personal service, we offer high quality 401(k) providers. Depending on the size of the plan-or its potential size-we offer access to full "turnkey" programs with the administration, reporting, and investment management all being completed by the same company. We monitor the efficiency of our service centers.
If your current 401(k) provider is simply servicing a product-and holding meetings to increase participation-perhaps it is time we talk. Ask a Woolman Financial Group advisor how we may be able to provide a greater level of service, helping your employees make smart money decisions and better preparing them for a secure financial future.