Our approach to investment education has been shaped by Richard's twenty-plus years of experience in working with individuals and plan sponsors of all sizes in addressing and solving financial problems. He has made sales presentations to managers of billion dollar pension plans and sold products to individuals earning $1 million annually. He has also helped small companies develop and implement benefits programs and explained the basics of investing to blue-collar workers. This combination of experiences is singular and provides the insight needed to lead the way in participant investment education.
