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Employee retention reduces recruitment costs and promotes a positive culture.


With employee retention being a focus for most corporations, providing financial security is becoming a winning solution. When employees understand how to manage their money, have benefits to protect their families and receive ongoing education it reduces the feeling of insecurity and promotes mental wellness. We offer 3 main benefits to corporations by way of customized employee benefits, optimized qualified plan design and transition as well as turn key financial wellness programs.




"Financial literacy is just as important in life as other basics."     

           -John W. Rogers Jr.


CORPORATE BENEFIT SOLUTIONS

QUALIFIED PLAN CONSULTING AND OFFERINGS

We benchmark your qualified plans such as a 401k plan, side by side using reputable providers so that when they compete, you are the clear winner in the end. Offering qualified plans have benefits both for employer and employees alike. 

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BENEFITS CONSULTING & EXECUTIVE SUITE SERVICES

We benchmark your current benefit programs against a variety of alternative carriers and companies to help you get the best plans at the best cost for your business. Our open architecture allows us to offer a range of products and services including group and voluntary benefits, executive benefits, retirement and savings programs and individual financial services.


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FINANCIAL EDUCATION WORKSHOPS

Financial education has become an essential component of any comprehensive benefits package. We can help you provide your employees with objective financial  education with a customized suite of on-site or remote workshops and consultations. We offer anything from a comprehensive four week workshop to a one day topical workshop based on a specific topic of interest. 

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