Improve your employee benefits
package.
Provide your employees with ongoing access to a CFP® professional.
See if what we offer matches with your needs.
Boost employee productivity by reducing financial stress and anxiety.
PwC’s recent Employee Financial Wellness Survey revealed "finances” as the top cause of employee stress—more than work, health, and relationship stress combined. Forty-five percent (45%) of 1,600 full-time employed adults surveyed deemed financial stress a workplace distraction, with 72% claiming an employer that cares more about their financial well-being than their current company would attract their interests. Moreover, these percentages are increasing over time, and various studies—including several published by the Society for Human Resources Management (SHRM)—indicate financial stress adversely impacts employee productivity.
That’s where we come in. We’re happy to offer our services to your employees with no costs or administrative burdens on your end.
Partner with Vision Retirement and your employees will enjoy:
Access to a CFP® professional
No matter their level of engagement with us.
A fiduciary standard of client care
This means we always place your employee interests ahead of our own. And, as a fiduciary, we are compensated by our clients—rather than products that pay high commissions. Therefore, employees receive advice to help them navigate and simplify the complexities of planning without any conflicts of interest.
Relevant solutions
Whether an employee is just starting out or has saved significant assets—and lives locally or out of state—we can help.
Effortless engagement
No minimum investment fees or net worth prerequisites are required to become a client.
Affordable options
Our advice subscription service is only $69 a month, and your organization can share in the cost.
Schedule a meeting today to prioritize the financial wellness of your employees!
See if what we offer matches with your needs.