Launching & running a 401(k) plan can be overwhelming. We simplify the process so you can support your employees’ well-being with a customized 401(k) plan and ongoing guidance.
Book Lauren to Speak
Looking for a speaker that engages your group in a new and thought-provoking way?
As a longtime financial writer and speaker Lauren communicates on topics like financial planning, investing, and preparing for retirement.
Lauren has been featured in many prominent financial and news outlets and served on the South Region board of NAPFA and serves as the co-leader of the Richmond NAPFA study group.
Avoid hearing old and recycled content about money and book Lauren to speak to your group today.
Everyone deserves financial guidance to live their best life.
We help you make financial decisions with confidence.