Employee Benefits
“People leave when they don’t feel appreciated. That’s why we’ve made recognition a really high value. Our business is people-capability first; then you satisfy customers; then you make money.” ―David Novak, CEO of YUM! Brands
- Seminars: Relevant to Today’s Personal Financial Needs.
- Job Retention: Happy employees stay.
- We meet your employees and find out what they feel is important to them.
- Offer programs such as College Tuition Rewards and Personal Benefits.
- Retirement Plans: 401K, 403B, Individual Plans.
Financial Planning
“If you fail to plan, you are planning to fail!” ―Benjamin Franklin
- Seminar Attendees:
- Complimentary Meeting with a Financial Advisor
- Analysis: Using the “Profiles” software the Advisor will provide you a clear picture of your personal planning.
- Solutions: Recommendations for a stronger financial future.
- Implementation of Your Plan
- Not a Seminar Attendee: (First time we are meeting)
- Complimentary Meeting with a Financial Advisor
- PowerPoint Presentation on Financial Planning
- Analysis: Using the “Profiles” software the Advisor will provide you a clear picture of your personal planning
- Solutions: Recommendations for a stronger financial future.
- Implementation of Your Plan
Estate/Legacy Planning
“Immortality is to live your life doing good things, and leaving your mark behind.” ―Brandon Lee
- Wills (Through Legal Professionals)
- Trusts (Through Legal Professionals)
- Long Term Care
- Asset Planning
- Business Succession Plans
First Time Home/Real Estate Buying
“Find out where the people are going and buy the land before they get there.” ―William Penn Adair
- Home Purchase Timeline
- Important “Things to know!”
- Prepare to buy your home
- Budgeting and Planning