Your. Employees. Matter.
Small Business Retirement Plan Consulting
Help your employees decrease their financial stress by providing financial planning and retirement planning as an employee benefit. This benefit program helps your employees take control of their personal finances. Empower your employees financially and your organization may see some improvements:
- Improve talent retention rates
- Increase worker productivity
- Grow participation in your employee benefit programs
This service offering can be personalized to meet your specific requirements. Consulting fee is negotiable based on needs, number of employees, and other factors.
If you do NOT have a company Retirement Plan, we can help you select and implement a Plan for a very low cost. With the Guide to Selecting Your Company Retirement Plan and our small business retirement plan consulting services, we can help walk you through the advantages and disadvantages of these options and help you decide which is best for your business.
See flyer below for basic information and Contact Us for more information.
If you have a company Retirement Plan currently in place for your employees, we can help your employees to better understand and leverage your existing Plan. We can do that with customized workshops and seminars on your company Plan:
- “One-on-few” employee workshops with emphasis on leveraging your existing company Retirement Plan
- General education on the importance of retirement planning
- Consult “one-on-one” with employees to assist with their personalized retirement plan
- Identify retirement goals, timelines, and a roadmap to success
- Your company Retirement Plan investment options
- Risk Tolerance Assessment, asset allocation, and fund selection
Employees get a fiduciary professional with unbiased product knowledge. We become experts on YOUR company plan, to best advise your employees on their best-interest options.
Optionally, if an employee wants personalized Financial Planning or Retirement Planning, we can help in a myriad of areas such as: Cash Flow and Budgeting, Debt Pay-off strategies, Savings strategies, Insurance Options, College savings strategies, and other personalized services. These services we can provide even if you do not have a company Retirement Plan in place. Such personalized service consists of a written Financial Plan with answers to some of the most common questions that persist in people’s minds, such as:
- Will I have enough monthly income to meet my monthly expenses?
- How do I pay for emergencies or other unplanned expenses?
- Will my retirement nest egg last throughout my lifetime?
- How do I fund Long-Term Care?
- What will my tax situation be?
- And many other questions that are addressed with our Financial Planning and Retirement Planning services
The additional services can be structured either within the scope of your benefit offering to the employee, partially subsidized, or the employee pays full amount.
Your employees will be happy with our comprehensive Planning software, as you can see here: Financial Planning software.
Small Business Retirement Plan Consulting flyer
Click on image to download PDF