Ready to build a better benefit plan?
This is important stuff, and we take it seriously, which is why we recommend working with a credentialed benefit/ retirement advisor. You seek out competent legal, tax, and medical advice….with the health and welfare of your employees at stake, why wouldn’t you seek high level advice on your benefit/ retirement plan too?
As a CEBS designee, I’m held to a high standard when advising our clients on group benefit and retirement plans. Your plan is a great tool for attracting and retaining valued employees, etc, but we believe they deliver more. Too often, your plan may be all your employees have in times of critical financial need, and there’s no area in financial services where we can positively impact more people, in more ways.