Our Differentiation

It’s incredibly important to have the right retirement plan for your company, but HB Retirement stands apart from other consultants by going one step further. We deploy extensive employee education and financial wellness strategies to ALL of our clients. Each HB Retirement client has a dedicated Financial Advisor that is available to assist participants on any financial matters.

Our fully licensed and experienced Financial Advisors know you, your retirement plan, and your employees – allowing for dynamic, ongoing advice. As well as educational group presentations, our advisors regularly hold one-on-one meetings with employees. This creates a very personalized, private setting allowing employees to address questions or concerns about their retirement plan, or any other topics they would like to discuss, all at no extra cost to them.

Finally, our staff of advisors are available to every employee within our retirement plans to address any retirement or personal finance needs. This way, our team can strategically cater to all aspects of retirement and financial planning.