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Flexible Plans. Tailored Solutions. Personal Attention.

We’ve built our offerings specifically around what we know is most important to you and your employees. Our solutions can accommodate plans of any size.

Open Architecture

Open Architecture

STRUCTURED AROUND YOUR BEST INTERESTS
- NOT OURS.

This means true investment choice for you and your employees. As an independent provider, we will never try to sell you our funds or our products – because we don’t have any. This means we have no internal agenda that influences Investment vehicle choice. Instead, as your fiduciary we select the investment vehicles that serve your best interests. You choose what’s best for you.

Fee Transparency

Invst was founded on the belief that all clients should know exactly how much they’re paying 
in fees – at all times. Our fees are always straightforward, obvious, and clearly disclosed on statements and online. Nothing is hidden or even hard to find. So there will never be any surprises.

Fee Transparency
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Service that’s Personal
and Consistent

GET A DEDICATED TEAM

Neither you nor your employees will ever be just a number with us. You’ll be assigned a personal team who will be with you from the get-go – and stay with you for the long haul. They will be your direct contact every time you call – meaning you’ll never have to touch-tone your way through an automated system.

EASY Administration

SIT BACK; RELAX. THE EXPERTS ARE ON IT.

You know better than anyone – there’s a lot to get done everyday. And there’s a good chance your current provider is still making you do most of it. But with Invst, we take the lead. 
And we’re really good at getting stuff done.
Isn’t that a novel idea?

THE DRIVING FORCE BEHIND YOUR PLAN’S ADMINISTRATION

More than making sure things get done – we make sure they get done right

We go far beyond what’s normally offered to make everything as easy for you as possible – so that you can get back to work.

EASY Administration
Engaging and Informative Participant Tools

Engaging and Informative Participant Tools

NOT JUST INFORMATION, THE INFORMATION
YOU NEED

The data that’s important to you is ready at your fingertips whenever you need it.

From online tools to ongoing communications, we’ll be with your employees every step of the way as they start and maintain a plan that helps them achieve their goals.

Did you know…

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49% of employees say that financial matters cause them the most stress in their lives.

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44% of employees think it’s likely they’ll need to use money held in retirement plans for non-retirement purposes.

Why?

51% of Millenials and 57% of Gen X

withdraw retirement funds for
unexpected expenses.

22% of Millenials and 18% of Gen X

withdraw retirement funds for medical bills.

Employees experiencing financial stress are less productive
and in worse financial shape than other employees.

Distracted by their finances at work (48% vs. 10%)
Spend 3 hours or more at work dealing with financial matters (50% vs. 26%)
Miss work on account of their personal financial issues (16% vs. 8%)
Cite health issues caused by financial stress (35% vs. 20%)
Saved less than $50,000 for retirement (51% vs. 26%)
Have difficulty making minimum credit card payments (55% vs. 13%)

That’s why we provide comprehensive financial wellness education and tools for plan participants through…

InvstIQ
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It’s not just about retirement anymore. 
It’s about all of the steps employees take on their journey 
toward reaching their full financial potential. A true solution for monitoring and bettering their complete financial life, InvstIQ holds the key to everything they need to live the life they want.

InvstIQ provides comprehensive financial health education with timely webinars, articles, calculators, videos, & DIY courses on areas such as Building Wealth, Divorce, College Planning, & Debt.

THE ABILITY TO GAIN SOMETHING PRICELESS:

PEACE OF MIND

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Comprehensive.

Debt planning, savings targets, investment modeling, budgeting, organization & aggregation: our cutting edge technology does it all with commonly used calculators such as: mortgage calculator, debt eliminator calculator, ultimate retirement calculator, and payment calculator.

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Goal oriented.

Employees can track progress and diagnose financial health on a real time basis to make sure they are optimally balanced to achieve their goals.

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Individualized.

Our program has a solution for every participant at every income level. They’ll get access to the financial education they need, when they need it.

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Empowering.

Put the complex into a simple, organized format to understand the bigger picture. Capitalizing on that collective knowledge means one thing: smarter financial decisions.

We are leading the field of corporate financial wellness by creating an educational program that helps employees evaluate their entire financial life. We understand that financial wellness is about more than just retirement – it’s about protecting, growing and sustaining your life’s work.

Get Access to The Wealthbuilder Platform with Invst IQ
A progressive approach to wealth building:

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Positioning.

Positioning.

Use projection tools to stress test the impact of changing information and evaluate financial decisions before making them.
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Organize &
Aggregate.

Organize &
Aggregate.

 View a real-time feed of your entire financial life in one place.
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Mobile.

Mobile.

Access your WealthBuilder anytime, anywhere from your laptop, tablet or smart phone. 
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Vault.

Vault.

Safely store your most important documents and access them whenever you need.
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Budgeting Tools.

Budgeting Tools.

Set budgets and track spending to help you reach your goals.
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Interactive Planning.

Interactive Planning.

Our Ask the Advisor space allows you to quickly & easily join a screen sharing session and get professional advice from one of our Personal CFOs.
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Security.

Security.

Benefit from the industry’s highest level of encryption safeguarding all of your data.
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financial FREEDOM

BEGINS HERE

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financial FREEDOM

BEGINS HERE

Schedule Your Free

DISCOVERY CALL

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