Improve your employee benefits package.
Provide your employees with ongoing access to a CFP® professional.
Boost employee productivity by reducing financial stress.
PwC's recent Employee Financial Wellness Survey found that money is the top source of employee stress — ahead of work, health, and relationships combined. Among the 3,500 employed adults surveyed, 44% said financial stress is a distraction at work, and 84% felt overwhelmed by information required to manage their finances effectively.
That stress doesn't stay home. Research from the Society for Human Resource Management (SHRM) and others has consistently linked financial stress to lost productivity. That's where we come in — and we make it easy: there's no cost and no administrative burden to your organization for offering our services to your employees.
Partner with Vision Retirement, and your employees get:
Access to a CFP® professional
Your employees get a CFP® professional — an advisor who's met some of the industry's most demanding standards for education, experience, and ethics. A real expert who learns their situation, not a call-center voice.
A fiduciary standard of client care
As an independent Registered Investment Advisor (RIA), we're held to the fiduciary standard — legally obligated to put your employees' interests first. And because we're independent, our advice isn't tied to a parent company's products or sales quotas. Your employees get guidance focused on what's right for them.
Open to every employee
There's no minimum to become a client. Whether an employee is just getting started or has built significant savings — and whether they live around the corner or out of state — they can work with a CFP® professional.
Ongoing financial education
Employees get more than services. We regularly publish articles and host webinars on the retirement and money topics that matter most to them.
A full range, at a fair price
There's an entry point for every employee. Many can get real, professional guidance through a one-time review starting at $295 — no minimum, no ongoing commitment. For employees who want more, the full lineup is there: annual membership, investment management, and tax preparation. And for most of these services, your organization can choose to share in the cost.
