with a novel benefit for your team?
1 out of 3 businesses struggle to retain their employees.
Source: U.S. Chamber of Commerce
Advise Financial Planning Empowerment for
Is the solution that allows you to offer your employees a personalized and tailored financial plan to improve their finances.
80% of employees who report satisfaction with their benefits also express job satisfaction.
The majority of workers indicate that they quit their previous job because the new job gives them more benefits.
Financial stress is the top productivity disruptor for 4 out of 5 American workers.
A solution for your worker's primary concern:
84% of employees have shown a keen interest in receiving assistance with their financial wellness.
As an innovative benefit, the solution is to offer your employees the possibility of having a Financial Plan made by a group of financial specialists.
A budget-friendly proposal for your company, where our average clients report, with our financial plan suggestions:
A 2X improvement in the finances of our client's finances in just one month(*)
A Financial Plan for your Top workers
Will provide significant benefits:
A highly personalized service with a Top-rated Financial Planner
Alonso Rodriguez Segarra is a 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.
He has been featured in financial publications such as Yahoo Finance, Barron's, MarketWatch, Investment News, and MSN.
A fiduciary Fee-Only advisor, proficient in providing his services in both English and Spanish languages.
Value Proposal for Your Business
Advise Financial Planning Empowerment, is a package with 5 financial plans, which should be used by the employees you designate within 6 months. Being a highly personalized service, our monthly availability is subject to review according to your requirements.
Each Employee's Financial Plan will include the following aspects:
Financial goals creation and analysis of their progress
Investment optimization to achieve financial goals
Risk Assessment and Investor Profile
Cash Flow analysis using the most advanced syncing technology
Retirement accounts review & maximization (401k, IRA, or Taxable)
Debt analysis and best ways to pay them off (Credit Cards, Mortage)
Each package with 5 plans has a value of $ 7,500; for clients who hire our services in the next three months until February 2024, they will receive an additional bonus:
Tax Planning analysis to identify improvement areas.
Social Security Strategy
We have a service guarantee if we do not manage to create more value on average than the fee you have paid us for each plan, we will give you an additional plan to be used by another employee.