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Guiding our clients

To Financial Freedom


You want the best for your employees. Maybe you’ve got wellness plans or incentive programs, but what about financial health?

Financial well-being is the peace of mind that comes from knowing your family’s future is secure. 

How do we help your employees get on track AND help you navigate the regulatory waters of retirement benefits?

As a financial consultant and advisor to a select group of employers leading the charge in whole-person company culture, Fourth Point Wealth developed a process called the Anchor FORMula. We identify employee benefit plan gaps and targets opportunities to increase financial literacy, plan participation and employee satisfaction.

Typically, we work with employers with $3M in assets or greater, or who have the ability to get there with our coaching system.

Non-Profits & Schools: You’re dedicated to changing lives and building our future. You deserve a retirement plan advisor dedicated to you. Ask us about our programs and fees tailored to your organization and unique staff needs.

Interested in learning more about our Anchor Benefits Formula and how we can help you create a company financial wellness plan?

Contact us today

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