Stand out ducks cropped  Discover the Solution That Stands Out From the Crowd– Get More Bang for Your Buck with Our Coordinated Retirement Plan Services Package

If you’re responsible for the financial wellness of your employees or your company retirement plan, and tired of losing time and money struggling to help employees while battling confusing sales pitches for financial help, then you’re at the right place.

Discover the difference–with the original financial wellness program that provides proprietary resources and a local credentialed expert to help you lower your retirement plan fiduciary risk and raise workplace productivity as you help your employees get their financial ducks in a row.

Are your employees frustrated with their junk-drawer of financial choices?Junk drawer

How is this affecting your bottom line?


Are they discouraged because they don’t even know where to start and time is slipping by?

Money WorriesHow is this affecting employee morale and productivity?

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

Employer sponsored financial wellness programs are fast becoming a “best practice” among industry leaders who want a productive & profitable work force.

This financial wellness program with online & on optional on site interactive help from a CFP® specialist is based on twenty+ years of client experience and is 100% backed by research and scientific principles.

Now, the doors are open for employers who need an experienced expert to help lower their fiduciary liability, and employees who need expert, sales-free holistic guidance for a secure future.

Use this program as a stand-alone service or incorporate the program in our streamlined Retirement Plan Services Package at NO ADDITIONAL COST TO YOU –included in the investment management fees you’re ALREADY PAYING.


“You will get the tools and on-site expert guidance you need to help you and your BRA photo finalemployees sleep better & feel better at work. This program is designed to give you the same quality of resources whether face to face or online.

Since we sell no products, you can rest assured you and your employees’ best interests are always first, whether we’re reviewing the adequacy of your current retirement plan for fiduciary protection or assisting your employees with their personal finances.”                                                                                                                                                 ~ Founder,   Alice Howe, CFP ®, PPC

Stop losing money to the “Three Headed Foe”

Portrait of smiling business people with thumbs up against white

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 Program here.
¹ Financial Finesse, 2013 research study on Employee Financial Stress

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