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Empower Your Team With SMART Retirement Plans
Create a rewarding retirement plan to attract and retain top talent.
Schedule a call to learn the SMART Solution
Mediocre retirement plans hurt team morale.
Frustrated by recruitment and retention challenges.
Employees deserve a retirement plan that values their hard work.
We understand how challenging it is to motivate your team without a solid retirement plan.
With over 30 years of experience, our team offers holistic SMART retirement planning.
Schedule a call to learn the SMART Solution
A SMART retirement plan will improve morale and attract top talent.
A SMART Retirement plan follows the SMART principle:
Secure
Manageable
Accessible
Rewarding
Trustworthy
The SMART Solution:
1. Consult and tailor a personalized SMART retirement plan with Van Richards, ChFC, RICP.
2.
Choose and set up the best plan for your business and goals.
3.
Communicate and enroll employees, providing educational resources.
Schedule a call to learn the SMART Solution
If you’re not ready to schedule a call, no problem.
In the meantime, you can take a free Retirement Readiness Assessment to see how prepared you are for retirement.
We offer this quiz to all employers to gauge their employees’ interest in planning for retirement. Take it yourself first.