Financial planning for business owners

The right support at the right stage of your journey, no matter where it is.

I am a business owner

Core Benefits

Employee access to core benefits can be the foundation of your employee financial wellness program. Core benefits provide employees with basic coverage and planning options. These may include:

Health care (traditional or high deductible health plan)
Retirement funding vehicle (401(k), IRA, etc)
Group disability insurance (short term or long term)

Expanded Benefits

Voluntary, expanded benefit offerings can help meet specific employee needs. Expanded benefit offerings can include:

Individual life insurance
Individual disability income insurance
Student loan repayment assistance
Emergency fund savings

Financial Education

Financial education can introduce employees to important financial concepts and help them make more informed decisions about their benefits. Consider an education curriculum that includes:

Foundational planning (setting goals, budgeting, debt management)
Investing concepts (types, risks, asset allocation)
Retirement planning (planning, readiness, risks)
Product reviews (benefit overviews, financial products available)

Online Tools & Resources

Everyone learns and engages differently. Highlighting online tools and resources in multiple formats helps employees find the information they need, when they need it, in the format they prefer.

Education / self-study programs
Budget and debt management apps
Retirement planning calculators
Direct-to-consumer purchase options

Professional Guidance

Many employees want personalized advice from a financial professional. When professional guidance is offered, employees can confirm they are on the right track. In addition, a financial professional can:

Identify actions plans and next steps
Help track progress and accomplishments
Provide access to additional products and solutions
Ensure individual needs are factored into financial plans

Incent Good Financial Behavior

Rewards and recognition can help encourage employees to take specific, positive action steps to improve their financial wellbeing. Offer small incentives for good financial behaviors:

Small benefit contributions
Gift cards or discount vouchers
Paid time-off
Social gatherings/team celebrations

Protecting your business

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Real issues, real planning

Are you avoiding common missteps that often trip up businesses, create issues for owners, and can stand in the way of continued, long-term success? Get your score and find out how well you’re protecting your business.

Discover how easy it is to work with a financial professional

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No commitment
There's no cost to set up a meeting and talk with us.

It’s about Y-O-U
We’ll get to know you and understand your financial situation, goals, and objectives.

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Trusted advice
We'll provide you with options so you can choose the financial products and solutions that are best for you.

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A plan for the future
We’ll talk about the road ahead and set you up for success.

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Helping you secure your future

When you work with a financial professional, you’ll have an advocate in your corner, someone who understands your unique financial needs and family situation — and how to tailor a solution around both.

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Business Owners

The successful business owner

Prepare for the future with confidence. We’re here to help you navigate your business challenges with podcasts, calculators, blogs, and more.

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Financial Wellness

Grow your money for the long haul

It’s not just about the end goal. It’s about the steps that get you there.

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