On-Call Workplace Financial Advisor
 
We now provide an on-call service to employers and employees that provides answers, financial solutions and guidance to resources for help.
What kinds of questions do employees ask?
- How do my benefits fit into my overall financial plan?
- Do I need to contribute additional funds to meet my retirement goals?
- How can I pay for my child's education?
- Should I have Wills, Trusts and Health Care Proxies?
- What's better - borrowing from a retirement plan or refinancing a home?
- When does it make sense to refinance?
- Should I take early social security?
- How much life insurance is enough?
- Are my group disability insurance benefits adequate?
- How should I invest based upon my age and ability to accept risk?
- How do I repair my finances in light of the past downturn in the market?
How could the service work for you?
- We meet with you to discuss your employee needs
- You provide us with information on company benefits
- You establish a link to our website with phone and email contact information
- We meet with your employees once a year to review their benefits and answer questions
- We meet with new employees quarterly to educate them on their benefits
- We show employees how to organize and plan their finances using simple concepts
- Employees ask questions by phone or online and we provide answers
- We guide employees to professional resources when outside our field
The Result:
- Better informed employees on the value of your overall benefits
- Better informed employees on financial matters
- Reduced risk of liability for employee financial decisions
What does it cost?
The service is free!
You need only arrange for meetings and provide our contact information with a link.
In the current economy, companies are using our free resources to keep their employees informed and educated.
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