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.