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Client Centered

As an employer, it’s in your best interest to help your employees learn how to manage their money. It’s also an enormous benefit for them.  By educating employees and providing them with tools necessary to better understand their current financial position, they can build a sound financial future.

We understand that financial literacy has the power to change lives.  Our programs provide employees the information needed to make critical financial decisions.  We offer a range of educational packages, each run by a team of our professional advisors, which can be customized to meet the unique needs of your workforce.

Options to Consider

Financial Education Workshops

Financial education has become an essential component of any comprehensive benefits package. We can help you provide your employees with the objective financial and retirement education they need and want through our Corporate Education suite of on-site workshops and consultations.

We offer a number of specific programs giving you the option to use one, some or all as best suits your organization


Comprehensive Pension / Benefits Consulting and Offerings

We can benchmark your current benefit programs against a variety of alternative carriers and companies to help you get the best plans at the best cost for your business. We also offer a range of products and services including group and voluntary benefits, executive benefits, retirement and savings programs and individual financial services.

Executive Suite Services

Our team can provide a range of solutions to your executives and highly compensated employees. From specialized workshops to their own customized Personal Financial View (SM) website designed to help them see their complete financial picture to personal consultations, we can put together a value-added program for your key employees