Set your organization apart by offering real answers to questions that matter – from an unbiased, totally independent provider with a 15-year track record.
Retain current customers and attract new ones, for the long term. Retirement planning relationships also offer regular touch points along the way.
Advisory services produce steady revenue year over year, often literally for a lifetime.
Most investment tools just gloss over this one. Or say “as much as you can.” We help clients set a specific, realistic retirement goal based on sophisticated modeling – and work backward from there to build a savings plan.
QuickAdvice doesn't consider all your financial details, and it doesn’t offer ongoing management. What it does provide is speedy access to professional advice, at a price that's pretty compelling.
Ordinary people are asking this one – sometimes urgently – all the time. Ordinary advice tools don’t have a clue. We have a whole product.
For you hardcore advisory types, we also provide a range of investment services behind the scenes. Take advantage of our expertise and technology for:
• Core/Sub-advisory services
• Asset allocation
• Fund selection
• Investment policies
• Managed accounts
Fiduciary changes are in the air these days, and financial advisors are running scared. Our company was born and raised as a retirement plan co-fiduciary. We eat ERISA bulletins for breakfast. Our independent, third-party advice meets any definition of prudence, and we stand behind it.
Adding GuidedChoice to your offerings doesn’t have to be difficult or costly. It's easy to give your customers access to real answers that make a difference in their lives, at lower prices than you'd expect. Plus revenue-sharing options are available.