Successful Implementation of a Pension Plan

We are fortunate to work with Craft Financial Group who helped us implement a pension plan for our business. Before their involvement, we didn’t have a retirement savings program in place, and we were unsure were to start. Craft Financial Group made the entire process smooth and seamless including meeting with our staff to communicate the change. They took the time to explain the program and ensured that our employees understood how the plan worked.

What stood out to us was their ability to simplify a complex subject, making it accessible and reassuring for everyone involved. Even though our staff was initially a bit hesitant, the advisors’ expertise and clear communication helped alleviate their concerns. As business owners, it has been incredibly gratifying to know that we are helping our staff secure their futures. As the pension fund grows and becomes more valuable, we take great pride in what we’ve accomplished for our team. We couldn’t have done it without the guidance and support of Craft Financial Group.