At Channel Financial, we use our energy and experience to help people and organizations prepare financially for whatever might come next. Talk to an advisor and create a financial plan. Whether you are just starting out, preparing for a transition or need to look at your complete financial picture.
The key to saving for retirement is to start early and stay committed. Participate in your employer's plan and make small changes to improve your financial outlook. Employers can create lasting financial changes for their employees through personalized conversations and one-on-one coaching. By collaborating with a circuit of advisor oces Channel Financial shares ideas, tools and talent with leading plan advisors around the country.
The key to saving for retirement is to start early and stay committed. Participate in your employer's plan and make small changes to improve your financial outlook. Employers can create lasting financial changes for their employees through personalized conversations and one-on-one coaching. By collaborating with a circuit of advisor oces Channel Financial shares ideas, tools and talent with leading plan advisors around the country.
Services
Markets move and regulations change. At Channel Financial, we remember that retirement plans hold real money for real people and the decisions that we help employers and individuals make have a lasting impact on their lives. Since opening the doors in 2002, our focus has been on protecting plan fiduciaries, simplifying plan management and inspiring retirement readiness.
Matt is one of the owners of Channel Financial. He has been serving as a plan fiduciary to group retirement plans since 1998, the year Google was founded, and cell phones still had buttons. His goal is to improve the financial dignity of our clients and their employees. Our clients desire better outcomes for their employees with less effort, less risk, and fair costs.
We will help you create better retirement outcomes for your employees by helping you identify, build and implement a retirement plan that meets your needs. We cut through the static. You will know how much we are getting paid and it will not change based on our recommendations. We believe in engaging with employees and we know how to inspire holistic changes in financial behavior.
What we do isn't just about money and investments, its about trust, simplicity and strategy. Let us help you figure out what really matters to you and create the structure and flexibility you need to meet your financial goals. We know that you are interested in saving for life - not just retirement.
Financial Elements is an employee wellness solution powered by people and amplified by technology. We believe in breaking down complicated financial concepts into elements to increase financial literacy and reduce employee financial stress. If you are interested in creating lasting financial change for your employees and improving your business by pro-actively improving the overall financial health of each employee - let us know.
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