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  1. SHRM Human Resource Vendor Directory
  2. Vine & Fig Tree Wealth Planning, LLC

Vine & Fig Tree Wealth Planning, LLC

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3553 Keystone Dr
Dubuque, IA 52002

About Vine & Fig Tree Wealth Planning, LLC

  • Do you wish your employees received unbiased financial education?

    We partner with advisers, sponsors, and organizations to empower employees through education meetings - whether individual or group. We’re an education company first and a financial company second. Our ideal client recognizes the value of unconflicted face-to-face education from a qualified, credentialed educator committed to financial literacy.

    We have no advisory business and thus remain focused purely on education rather than selling employees a product or service. We like working with people. We have no agenda, no sales goals, no conflicts.

    We assume the responsibilities as a fiduciary at the participant-level under ERISA §3(21). Our fee-based compensation is not based on any sales, recommendations, or transactions from Sponsors or Participants, nor is it variable based on Sponsor and/or Participant objectives or behaviors.
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SHRM MR 12/22/16
SHRM_3:1_7.7.20
9/26/22- SHRM- 3:1
7/14/22- SHRM 3:1
SHRM_3:1_6.6.20
5/2/22- SHRM 3:1
3:10 banner 1 month 2-22-16
SHRM_3:1_6.15.20
6/1/22- SHRM- 3:1