Participant Education

Investor Challenges

  • One in three boomers have saved more than $100,000 for retirement
  • Nearly one-third of participants over age 55 have less than $25,000 in retirement savings
  • 53% of all participants have not done a retirement needs calculation
  • 51% of pre retirement households are at risk from maintaining their standard of living in retirement, NRRI, National Retirement Risk Index, Center for Retirement Research,
    Boston College

Service Sollutions

SFSI will help to maximize benefits for plan participants

  • Group and individual education meetings
  • Employee communication strategies
  • Asset allocation and investment advice
  • Financial planning
  • Individual consultation services
  • Education modules and employee memos

Stiles Financial is now offering Be In The Know
a monthly retirement workshop to help you plan for the future.

 

 

 

 






Unless otherwise exempted by law, this website, our investment advisory and securities transactional services are only for residents of AZ, CA, CO, FL, IA, IL, MN, NC, NY, OR, TX, WA, and WI. Stiles Financial Services, Inc. is a Registered Investment Adviser. Advisory services offered through Cambridge Investment Research Advisors, a Registered Investment Adviser. Securities offered through Cambridge Investment Research, Inc., Member FINRA & SIPC. Cambridge & Stiles Financial Services, Inc. are not affiliated.