Business Owner Support
Business planning
Employees look for more than just a paycheck at a job; they look for a competitive benefits package. And why wouldn’t they?
Business is all about people. I know the importance and value of offering a competitive benefits package to employees.
People choose where they work because they love the work, like the environment and want good benefits. A company that offers all three things is better positioned to attract and retain top talent.
I can assist with benefits like: employer-sponsored retirement plans, employee risk management services, employee financial education as well as personal financial planning, and financial planning for your business.
Employer-sponsored retirement plans
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:
- SIMPLE IRA
- SEP-IRA
- Profit sharing plan
- 401(k) plan
- Defined benefit plan
- Payroll Deduction IRA
- Roth IRA
Employee risk management services
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, LPL Financial offers products including:
- Group life and long-term disability
- Voluntary life insurance
- Group long-term care
- Major medical individual health
- Executive carve out disability
- Individual or business-owned life insurance
Employee financial education
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 complimentary upskilling on topics including retirement plan enrollment, investing basics, money management and more.
Attracting and retaining employees isn't impossible if you have the right support and a plan.
I face the same challenges running my own business. I'm ready to work with you to share ideas for yours.