workplaceadvisory.png
 

Human Investing serves the financial pursuits of employers and their employees by championing their company benefits.

buildings-Zach Ward.jpeg
 

OUR TEAM


 

Our Approach to Retirement Planning

We help companies of all sizes build retirement plans under these four pillars:

 

STEP 01: We'll REVIEW OR CREATE YOUR INVESTMENT Policy  

 

STEP 02: We'll ASSESS OR CREATE YOUR FUND LINEUp

 

STEP 03: We'll BUILD OR OPTIMIZE YOUR FUND LINEUP

 

STEP 04: We'll IMPLEMENT and MANAGE YOUR FUNDS

 

STEP 05: We'll PROVIDE DUE DILIGENCE RECORDS

 

 

Participant Education

We equip employees and participants to make the best choices for retirement throughout their tenure with your company. 

 

For all employees: We DEVELOP your ENGAGEMENT STRATEGY AND CALENDAR

 

For Retirees: We provide Integrated Financial planning and custom account management

 
 
 
hi_workplaceadvisory.png