Monthly Financial Wellness Webinar Series

Attend our regular webinar series to gain insight regarding your financial health surrounding many different subjects such as College Planning, Protecting your Credit and Identity, Social Security and so much more. Sessions are live and interactive and will also be recorded if you can’t attend. 

Financial Finesse - 
Meet AIMEE, your Virtual Financial Coach

Financial Finesse can support you with all things finance—from basic money management and budgeting to planning for short and long-term goals like buying a car, getting married, growing your family, or preparing for retirement! Email us with any questions!

Quarterly Newsletter

Our quarterly market newsletters provide timely insights and analysis to keep you informed about market trends and opportunities. Stay ahead of the curve with our expertly curated newsletter, tailored to meet your needs.

Links to your 401(k) Provider

A 401(k) provider holds and keeps records of your retirement account. Click on your provider's link to enter their login website. Don't know who your provider is? Email us and ask!

Financial Marketplace

Explore the financial marketplace, a comprehensive hub featuring curated links to valuable resources, from budgeting tools to guides. Access a wealth of information conveniently, empowering you to make informed financial decisions with ease.

For Employers/Plan Sponsors

We're dedicated to optimizing retirement benefits for your employees while easing your administrative burden. With our expertise, personalized guidance, and commitment to fiduciary responsibility, we'll ensure your plan is efficient, compliant, and tailored to your company's needs. Click below to get in direct contact with our team!