Our response to COVID-19 In the wake of this worldwide pandemic,
financial security has become a major concern
for America's employees.
Financial Soundings has been filling this need
for employees for almost 15 years.

Contact us to learn about our
COVID-19 DISCOUNT OFFER
Give Your Employees Retirement Readiness Today We deliver actionable, easy to understand personalized Retirement Readiness advice to your entire employee population. We also deliver plan level analytics to help employers to better monitor their retirement plan and providers. We deliver actionable, easy to understand personalized
Retirement Readiness advice to your entire employee population.
 We also deliver plan level analytics to help employers
to better monitor their retirement plan and providers.
Click here to learn
Enhance Your Advisor Practice with Scalable Technology We deliver actionable, easy to understand personalized Retirement Readiness advice to your entire employee population. We also deliver plan level analytics to help employers to better monitor their retirement plan and providers. We make it affordable for an advisor
to embed personalized retirement readiness
technology and independent investment advice
in their service model for all existing clients.
Click here to learn

A financial crisis is looming.

Industry statistics differ based on source, however, any credible data search will confirm that U.S. workers are sorely underprepared for retirement. Employees have proven that they will not take action unless you put a plan in their hands.

Why should you care?

In today’s world, helping employees retire on time and providing valuable retirement benefits are paramount to attracting and retaining a talented workforce. If you do not help your employees overcome their future financial burdens, how long and hard will they work for you?

Think you have this? You don't.

Do not confuse our solution with one of the many online tools or free services that retirement providers deliver. Unless your existing service offers totally independent advice and automatically reaches every employee without asking them to go online, then you don’t already have the solution.

For Employers

Personalized Employee Retirement Readiness

An annual service that delivers every employee a personalized retirement guide that can be customized with targeted messaging to motivate action based on an individual’s age, gender, salary, and more. Our platform also includes a plan level report for employers, year-round engaging communications from our innovative Communication Hub, and a customized interactive, online dashboard.

  • Reach 100% of your employees with personalized messaging.
  • Flexible investment advice or guidance that can support your plan’s investment strategy.
  • RR Score™ annually tracks progress toward retirement readiness.
  • Communication Hub with technology to target and refine communications tailored to each employee’s journey towards retirement.
  • Plan level reporting enhances your fiduciary governance of the plan.

For Advisors

Digital Retirement Readiness Platform

for-advisors

Why do advisors choose Financial Soundings?

Because we offer scalable technology that allows your advisor practice to check all these boxes with one solution:

  • Account Aggregation
  • Employee Communication
  • Dynamic Messaging
  • Retirement Readiness
  • Investment Advice
  • FInancial Wellness
  • Remote Access
  • Independent Resources
  • Online Tools

About us

Founded in 2007, Financial Soundings is an SEC-registered investment advisory that recognized a quickly approaching societal crisis as America’s employees are sorely unprepared for retirement. Our founders created a solution that can finally bridge the gap between employees and the successful utilization of the retirement benefit available to them through their employer. The result is the only independent retirement readiness program that reaches 100% of plan eligible employees every year to ensure a successful retirement.

In 2019, after over a decade of excellence and development, Financial Soundings restructured its management team in order to prepare for the company’s long term future success while remaining a leader in Financial Technology solutions.

Meet the executive team

Contact Us

We are here to answer questions about our program and are happy to create custom materials for your plan(s) or clients. Please don't hesitate to reach out via the contact form, or you can always call us direct at: 877.393.8222.

3390 Mary St.
Suite 116
Miami, FL  33133

13010 Morris Rd.
Building One, Suite 600
Alpharetta, GA 30004