Bringing Financial Planning to Work

Give your people the benefit they deserve and help them soar into their financial future

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Financial Planning at Work

Financial Planning at Work

Your employees look to you for so much more than traditional benefits. Imagine being able to help each and every one of them feel more financially confident – both today and in the future. Financial Planning at Work provides personalized flight plans to each employee, building the foundation of their financial health. Then, with access to their dedicated CERTIFIED FINANCIAL PLANNER^™ professional, or CFP^®, they can really take off and soar!

Awareness

Your employees' personal financial plan is mailed to their house and includes actionable items that cover: Retirement, Insurance, budget, emergency, savings, debt

Access

Your employees are encouraged to schedule time with their dedicated planner to review their Flight Plan and their personal situations

Action

Your employees' CFPs will provide them with recommendations on how to achieve their goals – the rest is up to them!

Their Flight Plan

Designed for each employee, their personalized Flight Plan tackles retirement, insurance, debt, emergency savings, spending and more. The Plan charts the course for the journey ahead – whether they're on the runway awaiting take-off or ready for landing.

Meet Your CERTIFIED FINANCIAL PLANNERs™

Jim Carnevale

Partner

Ross James

Senior VP, Wealth Management

David Batchelder

Senior Investment Officer

Dan Bernardo

VP, Financial Planner, Private Client Group

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Take the Next Step.

To learn more about Financial Planning at Work and bringing financial planning to all your your employees, contact us today by calling (800) 436-6689 or filling out the form to the right. Together, we can help them take off and soar!