For Business
For Business
Building a Sustainable Organization Takes Vision
As professionals who have worked with hundreds of companies, we know the privilege and responsibility that come with caring for your employees and their families.
While many of our long-standing relationships with companies start with managing a retirement account, that’s not our primary reason for being. We’re here to help you build a stronger company, foster a culture of success and help you and your workforce reach a future greater than you can possibly imagine.
Building a Sustainable Organization Takes Vision.
As professionals who have worked with hundreds of companies, we know the privilege and responsibility that come with caring for your employees and their families.
While many of our long-standing relationships with companies start with managing a retirement account, that’s not our primary reason for being. We’re here to help you build a stronger company, foster a culture of success and help you and your workforce reach a future greater than you can possibly imagine.
Many retirement planning companies simply monitor your plan and check in once a year. For those who choose to engage with us, VisionPoint’s Retirement Solutions Consulting Group takes an active, interactive role to grow any, or all three dimensions of your corporate financial planning.
3D Solutions Approach Creates Impact Through Intention And Collaboration
Retirement Planning
Our financial team constructs a retirement plan consistent with your values, adds complete legal governance and HR oversight and then manages your investment as though it was ours.
Individual Guidance And Planning
Our team of experts works to improve the financial literacy and retirement readiness of your employees through personalized financial coaching and committed planning.
Executive Compensation
Attracting and keeping transformative executives takes more than money. It takes creativity. We know how to craft attractive, mutually lucrative compensation and benefits packages that work.
3D Solutions Approach Creates Impact Through Intention And Collaboration
Many retirement planning companies simply monitor your plan and check in once a year. For those who choose to engage with us, VisionPoint’s Retirement Solutions Consulting Group takes an active, interactive role to grow any, or all three dimensions of your corporate financial planning.
Retirement Planning
Our financial team constructs a retirement plan consistent with your values, adds complete legal governance and HR oversight and then manages your investment as though it was ours.
Individual Guidance And Planning
Our team of experts works to improve the financial literacy and retirement readiness of your employees through personalized financial coaching and committed planning.
Executive Compensation
Attracting and keeping transformative executives takes more than money. It takes creativity. We know how to craft attractive, mutually lucrative compensation and benefits packages that work.
CEFEX Certified Firm
As a Center for Fiduciary Excellence certified firm, we are independently audited annually by a fiduciary expert to verify that our advisory and consulting services are consistent with industry best practices and the Prudent Practices. When a firm is CEFEX-certified, it is demonstrating adherence to a defined Prudent Practices for Investment Advisors standard, which contains 21 practices and supporting criteria.
Breadth of Plans We Offer
We work with our clients to transform their retirement plan experience into one that empowers employee productivity and increases corporate profitability.
Plans we offer include:
- 401(k)
- Cash Balance Plans
- 403(b)
- Defined Benefit Plans
- Non-Qualified Deferred Compensation
- 457(b) & 457(f)
Who We Serve
At VisionPoint, we offer organizations financial planning and management services from a unique, purpose-driven perspective. Gone are the days of having one person overseeing your company’s retirement plan, one handling insurance and still others working on taxes and legal. In contrast, VisionPoint offers you an advisory group of financial specialists who work together to help you achieve your vision for the future.
What Is A Fiduciary?
A fiduciary is a person or organization that, ethically and legally, puts the interests of the clients they represent before their own. At VisionPoint, each of our collaborative experts serves as a fiduciary to our clients. In everything we do, we are committed to acting honestly, in good faith and in strict keeping with each client’s guiding values.
CEFEX Certified Firm
As a Center for Fiduciary Excellence certified firm, we are independently audited annually by a fiduciary expert to verify that our advisory and consulting services are consistent with industry best practices and the Prudent Practices. When a firm is CEFEX-certified, it is demonstrating adherence to a defined Prudent Practices for Investment Advisors standard, which contains 21 practices and supporting criteria.
Breadth of Plans We Offer
We work with our clients to transform their retirement plan experience into one that empowers employee productivity and increases corporate profitability.
Plans we offer include:
- 401(k)
- Cash Balance Plans
- 403(b)
- Defined Benefit Plans
- Non-Qualified Deferred Compensation
- 457(b) & 457(f)
Who We Serve
At VisionPoint, we offer organizations financial planning and management services from a unique, purpose-driven perspective. Gone are the days of having one person overseeing your company’s retirement plan, one handling insurance and still others working on taxes and legal. In contrast, VisionPoint offers you an advisory group of financial specialists who work together to help you achieve your vision for the future.
What Is A Fiduciary?
A fiduciary is a person or organization that, ethically and legally, puts the interests of the clients they represent before their own. At VisionPoint, each of our collaborative experts serves as a fiduciary to our clients. In everything we do, we are committed to acting honestly, in good faith and in strict keeping with each client’s guiding values.
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