deal with financial stress
Empowerment
Give your employees the tools they need to achieve financial peace of mind.
With our new fringe benefit, your team can access unlimited consultations with a CERTIFIED FINANCIAL PLANNER®️ via Zoom. From retirement planning to debt management and beyond, our CFP®️ can provide personalized guidance to help your employees address their unique financial concerns.
By reducing financial stress, you can promote employee well-being, boost productivity, and create a more positive workplace culture.
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 Benefit for their primary concern
Give your employees a competitive edge. Offer them access to expert financial advice.
Supporting your employees' financial literacy
Unlimited access to a CERTIFIED FINANCIAL PLANNER®️
Zoom meetings with a recognized CFP®️ in which we will review your case in detail in a personalized and humane way.
Other benefits that your employees will have access to
Financial Q&A Chat
Within 24 hours we will respond to your financial questions applied to your particular case. Our chat is attended by financial experts and our answers are reviewed by a CFP®️. This is a human chat for your finances.
Individual Financial Plan
Each employee will have access to our financial portal to review their financial overview and create different scenarios to determine if they are on the right path to their financial goals, such as retirement.
Risk Tolerance Number
With the most advanced technology, each worker will be able to fill out a detailed questionnaire to find out what type of investor they are and what level of risk their investment portfolios may have.
Financial Education
We have created a series of guides, diagrams and blogs specifically to support workers with their most common questions, such as: 401K, debts, employee benefits optimization, HSA, FSA, RSU, ISO, deferred compensation, life insurance and tax planning.
A highly personalized service with a Top-rated Financial Planner
Our CFP®️ is Alonso Rodriguez Segarra
- CERTIFIED FINANCIAL PLANNER®️ professional with over 25 years of experience.
- Investopedia has ranked Alonso among the 2023 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
Tax Planning
Our plans start at $5,000 per month but are adapted to the level of complexity and number of employees in your company.
Bonus:
For those who hire before December 2024, we will not charge you for onbording.
We are fiduciaries: We work for the well-being of your employees with high-quality standards. If employees are not satisfied, you can suspend the Plan
We transform your employees finances to transform your bussines
How does the Financial Empowerment work
1
The Company and Advise Financial
The interested company and the Advise Financial team met to discuss a potential partnership. After careful consideration, they decided to move forward with a pilot program
2
Empowerment for all your employees
At this time the service is already accessible to all your employees.
3
A Motivated Employee
The company manages to have an employee with optimized finances, a clear financial destiny, and more motivation. The employee's financial information is kept confidential.
FAQ about this innovative benefit for your employees
Frequent questions:
1How is Advise Financial Empowerment different from other similar services?
Typically, these services have CFPs®️ who are Juniors or have only a few years of experience, it is usually by phone, they do not provide a chat attended by professionals. In our case, Advise Financial Empowerment has a CFP recognized by Investopedia as one of the 100 best in Florida and with 25 years of experience.
2 What happens if, after several months, we decide not to continue?
If tomorrow the workers are not satisfied, you can discontinue the plan
3Do my company's employees need to have financial education in order to have this unlimited advice with the CFP?
Although this is a service based on financial education, employees do not need to have prior financial knowledge. Our sessions will be tailored to their level, providing them with personalized and comfortable financial education.
4What if my employees already have a financial advisor?
It is always wise to seek a second opinion. Our services complement those of the client's financial advisor, as we concentrate on creating a comprehensive financial plan rather than merely promoting investment portfolio management. We do not sell financial products.
For more information, please schedule an appointment with us
