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Keeping costs low and having prudent <br />investment options can only get your <br />participants so far. Many participants <br />need help answering the basic <br />questions,like: <br />Am I saving enough to retire when <br />ready? <br />Should I contribute to aRoth? <br />Have I allocated my account <br />properly? <br />What does my entire financial picture <br />looklike? <br />That is why we developed Personal <br />Financial Strategies (PFS). To help <br />participants answer their personal <br />questions and provide them with an <br />action plan customized to their needs <br />andgoals. <br />Identify financial goalsand <br />objectives <br />Assist with establishing abudget <br />Develop and understand full <br />financial picture <br />Create acustomized action <br />plan with recommendations <br />on savings rate and portfolio <br />allocation <br />Advice provided in a fiduciarycapacity. <br />Will not solicit assetsto leave the <br />retirement plan. <br />Do not sell products or receive any <br />commissions. <br />Program offered through our team of <br />Certified FinancialPlanners <br />  <br />  <br />City Council 16 – 5 8/29/2023