Our approach to servicing our retirement plan clients is unique to the financial services industry. The industry will
typically herd employees into a "group" enrollment meeting, talk miles above the participants head, and ask them to fill out
their enrollment forms. Afraid of looking dumb in front of their co-workers, questions are not asked and employees leave with
a half hearted understanding of one of their most important benefits.The bewildered employees either don't sign up, make random
selections themselves, or take advice from another non-investment professional. Truly an unfullfilling and dangerous
At Agnone & Associates Financial Services we take a "hands on" approach that has resulted in 100% retention
of our retirement plan clients.
In addition to group informational sessions, we sit with each participant individually. All employee questions
are handled professionally and in the context of their individual situation. We will meet with your employees in one of three
1) Your place of business
2) Our office
3) Their home
Why? Because we recognize that your employee may make financial decisions in conjuntion with their spouse, parent etc...and
are not qualified to relay important information about their retirement plan on an accurate and complete basis. We will explain
the plan in detail and make recommendations that dovetail with the family's existing investments and future plans.