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Recognized as a 
Top Advisor by PLANSPONSOR Magazine
(Award Details)

 

Recognized as a 2015 "Best in Class" 401(k) plan by PLANSPONSOR Magazine
 

 


 


News

Congratulations to Rotating Equipment Repair! | 3/20/2017
 

Francis Investment Counsel proudly congratulates our client, Rotating Equipment Repair, on their well-deserved recognition as a 2017 Plan Sponsor of the Year Finalist.

Is it smart to borrow from your retirement plan? | 2/6/2017
 




Need money fast? A retirement plan loan may sound promising, but learn why it might not be your best option.

 

Watch the video here.

Improve your Retirement Readiness | 12/27/2016
 

The recent market rally doesn't guarantee financial security. There are, however, simple steps you can take to enhance your retirement readiness.

Get started by reading more here.