Why do we drive around and deliver ice cream to our clients?
Because we believe in genuine client appreciation and the power of face-to-face connection. Whether you prefer to sit down for a meeting or simply enjoy a refreshing treat in the Florida heat, we want every interaction to be meaningful.
We truly value our clients, and what better way to show it than with free ice cream and a chance to meet with your 401k advisor—bringing a little positivity and a cool boost to your day.