Business Owners As a business owner, you don’t just serve your customers, you also serve your employees.We understand the necessity and value of offering a competitive benefits package to employees – and the positive impact financial planning can have on your business. 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? 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. Employer-sponsored retirement plans 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: 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, Waddell & Reed 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 workshops on topics including retirement plan enrollment, investing basics, money management and more. Contact me today. Name Email Phone Question Thank you! Oops!