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Financial Success Academy

Hi. My name is CJ Harrison with DecisionPoint Financial, and thanks for tuning in.

I am excited to share with you several new and exciting things happening at Decision Point. Over the past decade, we have continually tried to innovate and raise the standard for what a 457(b) provider should look like. It started with lowering fees, offering higher quality investments, and eventually led to providing our first responders with the same level of financial planning services that our high net worth clients receive. While we are very proud of the platform that we've built, we have no plans of slowing down and we are always looking for new ways to add value and improve the way we do things.

Like millions of people around the world, we as a firm sit down at the end of every year to reflect back on the previous 12 months and set goals for the New Year. During this time, we look inward and ask ourselves, what can we do better? During this year's goal-setting meeting, we unanimously as a firm agreed that we needed to reach more people in different ways.

With that being said, there are two specific announcements we're excited to share.

First, we are excited to announce an ongoing video series called Financial Success Academy. These videos are designed to educate you about a variety of financial planning topics that are specifically relevant to you as a first responder in the state of Washington. These videos include topics like LEOFF 2, investments, social security, estate planning, life insurance, taxes, divorce, and some of the most common questions that we receive.

Second, we have officially launched a new website that will serve as an educational hub. The web address is www.dp457b.com and this is a website where you'll be able to watch these videos, get answers to common questions, read timely commentary, find past communications, and even access your account online.

As always, we are committed to adding value and finding new ways to stay connected on a regular basis. These changes reflect our mission to help you make the most informed financial decisions repeatedly through time.

We are excited about these new resources and hope that you find them helpful.

As always, stay safe and reach out if we can be of assistance.