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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

Engaging Plan Participants through the Fat Wallet Challenge | 12/5/2016
 

To celebrate National Save for Retirement Week, plan participants were invited to take the Fat Wallet Challenge.

Pension Payout Offers | 11/29/2016
 



More and more workers are facing pension payout offers. Advisor Kelli Send walks through factors to consider before making a decision.

Watch the video here.

The Heart of Financial Wellness Begins Here | 11/7/2016
 

In our recent regional workshop with the Wellness Council of Wisconsin, we helped wellness professionals take a closer look at how they can bring financial wellness to life within their organizations.

 

Click here to read more and register for a workshop in your area.

Continuing Education in Action | 10/17/2016
 

Financial education is at the core of Francis Investment Counsel's culture. This extends not only to the retirement plan participants we serve, but to our staff as well.

Find out how our Firm encourages ongoing training.