Clarity at Work
A Win for the Workplace
Did you know?
Financial stress is costing U.S. businesses potentially
$183 billion annually
in lost productivity and engagement.
But by offering employee education and employer sponsored planning, you can help improve morale, reduce turnover, and attract the kind of competitive talent you’re looking for.
Why it works for you
Strengthens your overall benefits package
Differentiates your business
Increases recruitment and retention
Why it works for your employees
Helps provide financial peace-of-mind
Builds financial literacy and confidence
Provides access to a trusted advisor offering
Holistic financial planning, investments, and insurance under one roof
Two Tailor - Made Options to Explore
Option 1: Employee Education
Customized financial workshops presented by our team, at a fixed cost, that can be tailored to your employees’ interests and benefits to help them make confident decisions that align with their long-term goals.
Option 2: Employee Education + Financial Planning
An on-going financial planning relationship tailored to your business needs and designed to meet employees’ evolving goals, or employees can select targeted planning engagements set up for specific needs. These can be built out in various ways, from limiting the engagement to key employees or offering the benefit for all. This option can be fully subsidized, partially subsidized, or not subsidized at all. It is fully customizable to your preference
Financial position review
Cash flow, debt, & net worth analysis
Employee benefits review
Core Topics
Financial position planning
Protection planning
Retirement planning
Education planning
Estate planning
Investment planning
Income tax planning
Goal-Based Topics