Retirement Plan Management
Our team will work with you to create a retirement plan that serves your organization’s best interests. It is our priority to ensure that your employees are educated about the retirement plan. We will enroll all employees and meet with them throughout the year to ensure their plan is meeting their financial goals. We will also review the plan annually with leadership to ensure it is continuing to serve you. Our team is available for ongoing educational seminars, “lunch-n-learns”, and complimentary, no obligation comprehensive financial planning services for all retirement plan participants.
Financial Literacy Education
Whether or not we manage your retirement plan assets, Kylen Financials, Inc. can produce educational seminars for your team. We offer a wide variety of “classes” with focuses on all major areas of financial literacy, such as:
- Retirement Planning 101
- Savvy Saving: paying yourself and building wealth
- Medicare Basics
- When should I start social security?
- College Savings Strategies
- Leaving a Legacy: Estate Planning
There is so much to learn! We are also happy to design custom sessions to accommodate areas of interest specific to your organization.
Employee Financial Planning
If you would like a more individualized service for your employees, our advisory team is available to craft unique financial plans for your employees. This service allows your employees to meet with Kylen’s financial advisors and create a personalized financial plan through our educational Bucket Formula financial planning process. Your employees will walk-away with a holistically designed financial plan that incorporates all aspects of their financial life and a roadmap that allows them to see what lies ahead.