then we’re here to do the legwork to help you:
Start harnessing the power of our integrated solutions:
- Help streamline your responsibilities with our dedicated team & proactive approach
- Better choices with full disclosure: As a Registered Investment Advisory firm, we answer only to you, NOT a brokerage house, insurance firm or bank
Are your employees frustrated with their junk-drawer of financial choices?
How is this affecting your bottom line?
Help reduce HR distractions & lost time dealing with employees’ finances.
(Lost employee productivity due to financial stress has been shown to cost an average of $5000 per employee per year. ¹)
Integrated employer sponsored financial wellness programs are fast becoming a “best practice” among industry leaders who want a productive & profitable work force.
Use our Wealthbuilders financial wellness program with our Tailored Services Package at NO ADDITIONAL COST TO YOU ( a minimum $2700 value) –included in the fees you’re ALREADY PAYING.
Since we sell no products, you can rest assured you and your employees’ best interests are always protected.”
~ Founder, Alice Howe, CFP ®, PPC™
Stop losing money to the “Three Headed Foe”
Independent studies in the United States, Canada & England agree: Although money can’t buy you happiness, taking charge of your choices certainly can. That’s why we’re here.
Learn more about the Wealthbuilders Program here.
¹ Financial Finesse, 2013 research study on Employee Financial Stress