Employer Plans & Resources

  • Free On-Site Education Seminars

    Attracting and retaining quality employees can be challenging. It can be difficult and costly to provide additional benefits and perks to our well-deserving staff. We offer a variety of free educational seminars, conducted at your place of business, which are designed to provide basic information on topics we know your employees would like to learn about. We provide promotional materials to help you market the event, snacks for the attendees, and all presentation materials. Popular topics include: Income Replacement Options in Retirement, Common Social Security Mistakes Explained, The Retirement Planning Timeline, Investment Options for Young Professionals, and Medicare-Where Do I Begin? Our sessions are offered free to companies of all sizes. Contact us to learn more!

  • Employer Sponsored Retirement Plans

    Everyone has a future. Let us help you and your employees invest in yours. After all, retirement planning is our specialty! Contact us today and get in touch with a trusted advisor to learn more about how we can help.

Stephanie Hohenshell

Why work with us:

Stephanie Hohenshell is one of the few advisors in our area to qualify twice for the prestigious and international MDRT® designation. She also holds the RICP designation from The American College, specifically for retirement planning. In 2021, Stephanie was selected as one of the Springfield Business Journal’s Most Trusted Advisors and recently completed the FINRA SIE exam.