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Dedicated Client Service

Financial Directions relationships are long-term with our clients.

We will not just be around for the initial installation - we work with you throughout the year to make sure your company is getting the most out of its program. 

Once your plans are in place, we will work with you to help ensure maximum performance with minimum time commitment.   Should you need on-going plan education and/or enrollment assistance, we will be happy to provide our services.  

Throughout the year, we will remain your partner to keep your plans running smoothly. Financial Directions will also conduct a comprehensive annual review to reevaluate your plan compared to your company’s needs and objectives.

The Financial Directions Team are dedicated 401(k) and 403(b) plan consultants, we are here to specifically meet your needs on these plan designs.

Business Services

Plan DesignImplementationEmployee CommunicationsDedicated ServiceAnnual Review