with a novel benefit for your team?
Empowerment
Financial Stress is the top productivity disruptor for 4 out of 5 American workers
Source: Fidelity
Are you interested in reducing your employees' financial stress?
New Fringe Benefits for your their primary concern:
As an innovative benefit, the solution is to offer your employees the possibility of having
Unlimited access to a CFP recognized by Investopedia, whenever they need it, and other benefits.
We guarantee financial security for your employees
A Financial Plan for your workers
will provide significant benefits:
1
Zoom meetings with a recognized CFP
2
Financial Q&A Chat
3
Financial Overview
3
Investor Profile and Financial Education
A highly personalized service with a Top-rated Financial Planner
Our CFP is Alonso Rodriguez Segarra
- CERTIFIED FINANCIAL PLANNER™ professional with over 20 years of experience and will conduct the Financial Plan for your employees via Zoom.
- Investopedia has ranked Alonso among the USA's Top 100 Most Influential Financial Advisors.
Value Proposal for Your Business
Each Employee's Meeting could include the following aspects:
Debts
Life Insurance
Employee Benefits Optimization
Equity compensation (HSA, FSA, RSU, ISO)
Deferred Compensation
