Read about PlanVision in the Star Tribune!
Primarily low-cost index funds from Vanguard. It does not need to be more complicated than this. The evidence shows this is an excellent strategy.
Flat fee advisory service. No commissions, insurance costs, broker/dealer charges, consultant or wrap fees, soft money, or revenue sharing of any kind.
One-on-one employee engagement and guidance. Your staff will receive the personal help they need – on their terms, at their own pace, when they are ready.