Worksite Financial Planning

Employers now have the ability to offer a program that is designed to promote overall financial wellness within the employee population through a series of advisory services and educational programs. Employers benefit from a more financially healthy employee population and are able provide a new benefit to employees at no cost. Employees benefit in that all up-front financial planning fees are waived and asset-based advisory fees are discounted for all employees, spouses, and retirees

Advisory Services

On-site Educational Seminar Series

Retirement Planning Age 55 and up planning (retirement and social security)
College Planning Women and investing
Comprehensive household financial wellness review The principles of investment asset allocation
Estate planning (wills, advance directives, etc.) How to achieve financial independence
Gift/inheritance planning Financial planning and the millennial generation
Identity theft protection Basic debt management assistance/credit restoration
Cash flow management/budgeting
Protecting yourself from legal issues and identity theft