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Your Employees Deserve Retirement Clarity.
Give them a proven course — no extra work for HR.
Confusion costs you.
- Low participation.
- Frustrated employees.
- Benefits they don’t use.
You’re paying for a plan they don’t understand.
💡 Employees gain confidence
📉 HR gets fewer questions
🏆 You get a benefit that works
HOW IT WORKS
1. Schedule a 20-minute call
2. Your team gets access
3. See Better Outcomes
I’ve spent 30 years helping Texans retire with confidence.
As a fiduciary retirement plan advisor and ChFC® RICP®, I built Your Retirement Plan Checkup because I kept seeing the same problem: great plans, confused employees.
Your team deserves better.
Your Retirement Plan Checkup is a practical, 7-module online course built for employees at every stage of the retirement journey — whether they’re Just Beginning, Halfway There, or Nearing Retirement.
No jargon. No theory.
Each employee identifies their stage and gets strategies that fit exactly where they are right now.
Available anytime, on any device.
Stop leaving retirement education to chance. Give your team the clarity they deserve – and the benefit they’ll remember.
This website is for educational purposes only and does not constitute personalized investment advice.
Investment advisory services are available to Texas residents only.