He wanted fewer curveballs in retirement
When life changed, Jeffery turned to us for a strategy built around what mattered most: his family, his income, and his future. See how our experts helped him retire on his own terms.
He wanted fewer curveballs in retirement
When life changed, Jeffery turned to us for a strategy built around what mattered most: his family, his income, and his future. See how our experts helped him retire on his own terms.
Jeffery took advantage of our expert advice. Now it's your turn.
Your {SPONSOR_NAME} benefits give you access to retirement planning from Edelman Financial Engines - at a special employee rate.
- A custom retirement plan that evolves with your goals
- Ongoing investment management from a team of professionals
- A retirement income strategy that helps maximize what you've saved
- Access to interactive tools and resources to make informed decisions
- Support from a team of licensed financial advisors at anytime
The right plan can change everything
Patti wasn't entirely comfortable with her investment knowledge. See how we helped her connect the dots.
Robb wanted to retire at 50, but didn't know how. See how we helped make his lofty goals attainable.
Exclusive rate for {SPONSOR_NAME} employees
Through your {SPONSOR_NAME} benefits, you can get this comprehensive service at a special rate - likely lower than what you'd pay on your own.1
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Advice the way you want
There are other ways we can help you reach your goals.
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Have it your way–with support. Manage your retirement plan with the peace of mind of having experts in your corner. -
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1 The industry average is based on reporting in PriceMetrix’s The looming advisor shortage in US wealth management (Feb 2025) which states fee rates for $1.0 million to $1.5 million advisory relationships have stayed at an average of approximately 104 basis points since 2019. Industry average fees are subject to change. Investment Advisor services vary, and some advisors in the studies may provide different services than Financial Engines Advisors L.L.C. The report is available here.
2 Fees are charged at the frequency and in the manner described in our Terms & Conditions (including our Supplement). Your fees are calculated based on the total account balances that we're managing for you. Fee examples for illustrative purposes only.
Jeffery, Patti and Robb, current professional management clients, received fixed compensation, no more than $500 for sharing their testimonials, which may be considered an incentive to endorse Edelman Financial Engines. The experience described may not be the experience of all clients and is not a guarantee of future performance or success. Advisory services mentioned are provisioned through the workplace, subject to definitive agreement between Edelman Financial Engines and the plan sponsor.
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