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3FG Resources

Aloha

I’m glad you’re here. At 3 Financial Group, advocacy begins with listening and helping you understand how financial and legal decisions connect across your life. These resources were created to support that work — offering perspective, plain-English guidance, and thoughtful insight you can explore at your own pace.

You’ll find topics that reflect the questions we hear most often, the transitions people navigate, and the decisions that deserve careful consideration. Whether you’re planning ahead, navigating change, or protecting what matters most, our goal is to help you feel informed, supported, and never alone in the process.

— Joanna Amberger JD | MBA | CFP®

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One Key Component Your Plan May Be Missing

If you’re not using data analytics to help you make progress toward improving participant outcomes, then you could be missing

Big Data to Drive Participant Outcomes

If you want to predict the wants, needs and fears of participants when it comes to retirement planning, look into

Recession Rampage

Whenever we hear something a lot, we tend to believe it, or at least allow the information to influence our

Creating Happiness

Does money buy happiness? Yes and no.

What are MEPs and Should You Consider One?

A Multiple Employer Plan (MEP) is a qualified retirement plan for two or more employers who are not related. It

The Power of Adaptation

The need to adapt and change is one reason why I believe patience is one of the greatest virtues an

Back to School Lessons

As students return to school, it is a good time to review one of the most important lessons for investors

Organize your financial life with these 7 simple steps!

Download our guide to for 7 steps to help your employees organize their financial life. This easy-to-use checklist will help

3 Tips to Stay Calm When the Market Isn’t

Whenever markets move drastically and the media is promoting fear, it is best for investors to take a step back