2515 Foothill Boulevard
Employees look for more than just a paycheck at a job; they look for a competitive benefits package. And why wouldn’t they? Benefits help them feel valued and cared for. Whether you’re creating a benefits program or interested in making your current program better, I can help.
Benefits I can assist with include employer-sponsored retirement plans, employee risk management services, employee financial education as well as personal financial planning, and financial planning for your business.
Few benefits are as common as employer-sponsored retirement plans. If you’re looking for a way to attract – and retain – high-quality employees in a competitive hiring environment, an employer-sponsored retirement plan can help.
Even if you’ve already established a retirement plan at your small business, it may be worth reviewing as your company grows and changes. Whether your business is a sole proprietorship, a general partnership, an LLC, a corporation or a nonprofit organization, we can discuss a plan type to help meet your needs, including:
Insurance is an important part of any employee’s compensation package. High-quality employees often look at a benefits package when deciding whether to accept a job – or leave a current one. To attract – and retain – the best employees, competitive benefits are essential.
Through arrangements with third party insurance companies, Waddell & Reed offers products including:
What is the worth of offering benefits if your employees don’t understand the value? Through financial education workshops, I can help your employees better understand their benefits and the role benefits play in their financial health.
I offer workshops on topics including retirement plan enrollment, investing basics, money management and more.