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Plan Sponsor

What does it look like to use On Track Financial as your 401(k) advisor?

As a CERTIFIED FINANCIAL PLANNER ™, I focus on working with small to medium sized businesses to offer
customized retirement plans that help employees achieve retirement readiness, while reducing a plan sponsor’s
fiduciary risk. I work hard to provide employers and employees a high level of service, consistent education, plan
design and investment selection and monitoring. My clients appreciate my diligent discovery process and our ability
to develop and implement strategies that minimize retirement plan costs and maximize outcomes.