Videos

  • wfs-video-tom.jpg
    Getting Started

    The Road to Retirement: Plan for Tomorrow, Today

    Sometimes life isn't what we expect - be prepared for whatever comes your way with a retirement plan that can help you pursue a secure future.

    Watch Now
  • Investing Wisely

    LPL The Benefits of Financial Advice

    Learn how a managed account option may help you be better prepared for retirement - explore your options.

  • Financial Pathways

    Will You Outlive Your Assets

    You could be in retirement for 25 years or more-you need an investment strategy that will work for the long haul.

    Watch Now
    *See Disclosure

    Annuities are long-term investment vehicles designed for retirement purposes.  Guarantees are based on the claims-paying ability of the issuing company. Withdrawals made prior to age 59 1/2 are subject to a 10% IRS penalty tax, and surrender charges may apply.                    

    This material was created for educational and informational purposes only and is not intended as ERISA, tax, legal or investment advice. If you are seeking investment advice specific to your needs, such advice services must be obtained on your own separate from this educational material.

  • Getting Started

    Retirement Savings: The Big Difference a Little Bit Extra Could Make

    When it comes to retirement savings, a little extra can go a long way toward helping you pursue a financially secure future

    Watch Now
    *See Disclosure

    The hypothetical rates of return used do not reflect the deduction of fees and charges inherent to investing.

    This material was created for educational and informational purposes only and is not intended as ERISA, tax, legal or investment advice. If you are seeking investment advice specific to your needs, such advice services must be obtained on your own separate from this educational material.

  • Getting Started

    The Importance of Starting Early

    The sooner you start saving and investing, the sooner you can make your money work for you.

    Watch Now
    *See Disclosure

    Hypothetical example is for illustrative purposes only and is not representative of any specific situation. Your results will vary. The hypothetical rates of return used do not reflect the deduction of fees and charges inherent to investing.

    This material was created for educational and informational purposes only and is not intended as ERISA, tax, legal or investment advice. If you are seeking investment advice specific to your needs, such advice services must be obtained on your own separate from this educational material.

  • Financial Pathways

    The Road to Retirement: Save Wisely & Live Well

    Making responsible decisions is all part of growing up-let an advisor help you shape your financial future.

  • Investing Wisely

    The Road to Retirement: Maximize Your Retirement

    Keep it simple - retire on your terms by knowing your options and maximizing your retirement plan.

  • Career Changes

    The Road to Retirement: Take Control of Your Future

    They say that your reality is what you make of it-work toward a bright future by keeping track of your retirement plans.

  • Getting Started

    The Road to Retirement: Plan for Tomorrow, Today

    Sometimes life isn't what we expect - be prepared for whatever comes your way with a retirement plan that can help you pursue a secure future.

  • Career Changes

    Employee Transition Solution

    You’ve left your job, but your money has not. What you may not know is that you have a number of choices to keep your retirement money working for you.

  • Investing Wisely

    Employee Advice Solution

    The doctor keeps you in tip-top shape, but who keeps your finances in tip-top shape? The Employee Advice Solution is a managed account offering from Worksite Financial Solutions that takes the work out of managing your retirement account.

  • Getting Started

    Key Benefits of Your Retirement Plan

    Learn how you can take advantage of automatic payroll contributions, catch-up contributions, a reduced tax burden and more!

    Watch Now
    *See Disclosure

    This material was created for educational and informational purposes only and is not intended as ERISA, tax, legal or investment advice. If you are seeking investment advice specific to your needs, such advice services must be obtained on your own separate from this educational material.

  • Getting Started

    Putting Time on Your Side

    The sooner you begin saving - even in small amounts - the better your chances of reaching your retirement goals.

    Watch Now
    *See Disclosure

    This material was created for educational and informational purposes only and is not intended as ERISA, tax, legal or investment advice. If you are seeking investment advice specific to your needs, such advice services must be obtained on your own separate from this educational material.

  • Getting Started

    Investing in Retirement

    Deciding how and where to allocate your assets is a crucial component of your investing strategy - explore your options.

  • Career Changes

    IRA Rollover Options

    Learn the pros and cons of rolling over your account into your new employer’s plan or into an IRA.

    Watch Now
    *See Disclosure

    This material was created for educational and informational purposes only and is not intended as ERISA, tax, legal or investment advice. If you are seeking investment advice specific to your needs, such advice services must be obtained on your own separate from this educational material.

  • Financial Pathways

    Catch-up Strategies

    Learn how you can get back on track with your retirement-planning process.

    Watch Now
    *See Disclosure

    This material was created for educational and informational purposes only and is not intended as ERISA, tax, legal or investment advice. If you are seeking investment advice specific to your needs, such advice services must be obtained on your own separate from this educational material.

  • Investing Wisely

    Don’t go it alone.

    Don’t go it alone. Get the most out of your retirement strategy

    Watch Now
    *See Disclosure

    This material was created for educational and informational purposes only and is not intended as ERISA, tax, legal or investment advice. If you are seeking investment advice specific to your needs, such advice services must be obtained on your own separate from this educational material.

  • Getting Started

    How Employer Matching Contributions Work

    Does your retirement savings plan offer matching contributions? Watch this video to see how taking advantage of your employer match can make a big difference in your retirement nest egg over time.

  • Financial Pathways

    Bring Your Future Into Focus

    How do you envision your retirement? This video looks at the points you’ll want to consider when planning and saving for retirement, and the steps you’ll want to take today to prepare for tomorrow.

  • Investing Wisely

    Investment Risk

    Different investments carry different types of risk. Find out what risks are associated with investing in stocks, bonds, and cash alternatives.

  • Investing Wisely

    Target Date Funds

    This video looks at the different features of target-date funds -- how they work, and what you should know about them before investing.

  • Financial Pathways

    Plan for Financial Wellness

    This video looks at the different elements that make up financial wellness – planning, budgeting, saving for retirement, college funding and estate planning -- and how they collectively define your financial health.

Contact a retirement representative today to get started!

1-855-575-1681 Email A Retirement Representative Who We Are