Manufacturing VP
Steven T.
Big promises…
Brent needed a new 401(k) advisor. The old guy showed up once a year during open enrollment, signed people up, then disappeared until next year.
As Brent’s people started making real money, they had questions. Where should I invest? What do I do with this?
Brent needed someone who could help his team, not just check a compliance box.
But Brent had heard it before: “I’ll save you money in taxes and make you richer.” Few advisors actually deliver it.
What HFM actually delivered
For the businesses:
- Quarterly meetings minimum—not annual check-ins
- Presented options Brent didn’t know existed: cash balance plans, profit sharing structures
- Became business planners, not just 401(k) administrators
- Saved the businesses tens of thousands in taxes the first year alone
For Brent’s employees:
- Personal one-on-one meetings with anyone who wanted them
- Actually educated people on what a 401(k) is, what a Roth is, and why it matters
- Explained everything in plain English, not finance-speak
- Made themselves available all year—not just during enrollment
Employees went from signing papers they didn’t understand to actively engaging in their own financial futures. Many asked HFM to manage their personal portfolios too.
