Let us teach your employees the personal financial skills needed to achieve their goals.
Your employees can benefit from our financial planning education programs. These services help people:
- Develop skills and self-reliance to make informed choices about finances
- Implement plans on their own
- Understand their benefits package and all it has to offer
Crystal clear benefit plans boost retention and productivity
We also help you communicate the value of your benefits and compensation plans to your people. When your employees understand their benefits packages, they are:
- More likely to reap the benefits available to them, which can help you retain top talent
- Less likely to call the Human Resources department, which reduces the number of questions HR has to handle
Different educational formats available
We offer several different options for financial planning education:
Access to tools
Your people will also have access to:
- Interactive calculators to quickly run “what if” scenarios
- Content discussed at employee workshops
- Current/past issues of the award-winning Understanding Personal Finances newsletter
- Video presentations on subjects of widespread relevance to its audience
Topics we cover
Our planners can cover any of the following topics:
- Retirement
- Investing
- Health care
- Estate planning
- Taxes
- Life insurance
- Education funding
- Budgeting and cash flow
- Debt management
| - Early career retirement planning
- Mid- to late-career retirement planning
- Personal risk management
- Life events such as death or life-threatening diagnosis
- Tax technical training and train the trainer sessions
- Wealth management
- Survivor financial counseling services
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Our credentials
For the past 30 years, we’ve provided financial education and counseling to more than 145 organizations.
We’re currently providing Employee Financial Education and Counseling services to more than 35 organizations covering about 2 million employees. As one of the largest fee-only financial planning firms in the US, we offer completely objective guidance, because we have no products to sell and receive no commissions for any of our recommendations.
The professional accreditations our people carry include CFP®, CFA, JD CPA, PFS and MBA.
| Your employees can learn how to answer questions such as these |
Retirement - “When should I start collecting Social Security?”
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Investing - “How can I choose my savings plan investments? There are so many choices.”
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Healthcare - “I’m getting ready to retire. What will I do for healthcare coverage until I’m old enough to start Medicare?”
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Estate planning
- “I heard something on the radio about revocable living trusts. Should I have one?”
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Taxes
- “I got clobbered with taxes. What can I do differently so I have the right amount withheld?”
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Life insurance
- “What kind of life insurance do I need and how much?”
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Education funding
- “How should I be saving for my child’s education?”
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Budgeting and cash flow
- “How can I save money for a down payment on a house and still keep up my lifestyle?”
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Debt management - “My debts are overwhelming. What can I do — should I file for bankruptcy?”
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Early career retirement planning
- “How much should I be saving in my 401(k) plan, and where should I invest my savings?”
- “How am I supposed to save for retirement when I’m having trouble paying my bills today?”
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Mid- to late-career retirement planning
- “I’m getting ready to retire. What will I do for healthcare coverage until I’m old enough to start Medicare?”
- “Should I start taking Social Security as soon as I’m eligible or should I wait?”
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Personal risk management
- “What can I do to get out of this credit card debt?”
- “Would it be a good idea for me to borrow against my home equity?”
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