Employee Benefit Optimization

Take the complexity out of your open enrollment period. Meet with a CFP® to review and analyze whether you, as an employee, are maximizing all of your employer’s offered benefits.

Here are a few examples of employee benefits we can help with:

Private health care (medical, dental, vision)

Health Savings Accounts (HSA)

Retirement savings (401k, 403b, pensions, etc.)

Stock options (aka RSUs, ESOPs, NQSOs, ISOs)

Deferred compensation

Life insurance

Disability insurance

$450

What you’ll get

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    One 60-minute meeting with a CFP®

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    A thorough understanding of each benefit offered

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    A follow up email with personal recommendations and next steps

In-person and remote options

In today’s world, a physical space or presence no longer defines an organization’s reach. We’ve made the investment in the technology needed to work with clients efficiently and effectively from anywhere. We’re always glad to see you in our beautiful office, but when that’s not possible, we can still be connected.

 

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