Improve your employee benefits package.
Provide your employees with ongoing access to a CFP® professional.
$0
Cost to add this benefit.
CFP® professional
On your employees' side at every engagement.
44%
Of employees say money distracts them at work.
Source: PwC Employee Financial Wellness SurveyBoost employee productivity by reducing financial stress.
Money is the top source of employee stress — ahead of work, health, and relationships combined. And that stress doesn’t stay home: research from the Society for Human Resource Management has linked financial stress to lost productivity. That’s where we come in — and we make it easy: there’s no cost and minimal administrative burden to your organization for offering our services to your employees.
44%
of employed adults say financial stress is a distraction at work — and 84% feel overwhelmed by the information required to manage their finances effectively.Source: PwC Employee Financial Wellness Survey
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 care
As an independent Registered Investment Advisor, we’re held to the fiduciary standard — legally obligated to put your employees’ interests first. Our advice isn’t tied to a parent company’s products or sales quotas.
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 — so they build real knowledge over time, not just one-time answers.
A full range, at a fair price
Entry points start at $295 for a one-time review — no minimum, no ongoing commitment. For employees who want more, the full lineup is there: annual membership, investment management, and tax preparation.
Ready when you are
Ready to give your employees a benefit they can actually use? Let's talk.
Schedule a FREE Discovery CallPrefer to call? 201-447-2212