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Financial Planning Benefit Program

If you are a business looking to add an inexpensive and valuable benefit for your employees why not consider our Financial Planning Benefit Program. 

The program consists of any of the following:

  • 30 minute introductory group meetings to introduce advisers and the program.
  • One hour individual employee meetings to review employee financial goals and items necessary for preparation of a financial plan.
  • One hour follow-up meeting with employee to present completed financial plan.
  • One hour of additional phone consultation with employee during the year to discuss financial matters as they arise.
  • Quarterly one hour "brown bag" seminars to address various financial topics.

Please contact us for pricing and availability at 540-907-2720.

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