OUR STORY

Financial advisors and 401(k) Plan Consultants, David McBee and Brittany Smith, have worked together for over ten years educating employees about their company’s 401(k) plan. With a passion for financial literacy, they are working to change the way education is delivered by offering a more accessible and approachable source of information.

Concise Advice is a collection of short videos, providing resources for employees and plan sponsors that will address current questions and concepts collected from educational events over the past decade.