Vision Retirement improves their employee benefit partnerships offering.

Press Release

Benefit can be Extended to Employees at No Cost
to the Employer

RIDGEWOOD, NEW JERSEY (November 2020) –Vision Retirement, a leading retirement advice, planning and implementation firm with offices in Ridgewood and Nutley, New Jersey, has announced the debut of its monthly subscription service which offers ongoing access to a Certified Financial Planner (CFP®) professional and is available to employees as they plan for retirement.

Available at no added cost to an employer or organization, the subscription is able to be offered as an extra benefit to employees or members for peace of mind and confidence when it comes to making financial decisions. Priced at just $69/month, participants of the plan are able to set an appointment with their CFP® professional at anytime who can guide them through money and investment questions with advice and tools designed to better prepare them for their years ahead.

Founded in 2006, Vision Retirement is the very first retirement planning firm in Ridgewood and Nutley to introduce this type of subscription service. With research indicating that over 30% of an employee’s total compensation package is spent on benefits, Vision Retirement is proud to present the plan at no additional cost to a business along with simplified administration. Features include a customized investment roadmap, ongoing portfolio review, essentials checkup and cloud-based storage for tax returns, wills and other important files.

“When it comes to retirement, everyone has different goals which is why we are accepting of employees of any income and will work with them on their specific situation,” said Paul Muller, AEP®, CFP®, Founder and CCO of Vision Retirement. “We want to present them with the opportunity to worry about one less thing when they leave the office and ensure that their financial decisions made today do not adversely impact that of tomorrow.”

Vision Retirement is offering a 100% money-back guarantee if an employee is not completely satisfied with the program. A Registered Investment Adviser (RIA), Vision Retirement holds licenses in multiple states, making the plan available to remote employees across the country. Meeting options with a CFP® professional include video, phone or in-person. To learn more or to schedule a no-obligation consultation, click here.

About Vision Retirement

Vision Retirement is a retirement advice, planning and implementation firm with offices in Ridgewood and Nutley, NJ. Launched in 2006 to better help people prepare for retirement and be more confident in their decision-making, Vision Retirement’s mission is to provide clients with clarity and guidance so they can enjoy a comfortable and stress-free retirement. For more information, call 201-447-2212 or visit www.visionretirement.com.

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