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
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.
to embed personalized retirement readiness
technology and independent investment advice
in their service model for all existing clients.
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.
Digital Retirement Readiness Platform
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
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
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.