businesses


Businesses retaining financial advisors as a benefit to their employees can increase their productivity, diminish time lost on the job, lower workplace stress, shelter more of their profits from taxation, and therefore save money even while paying advisory fees. Also, we can help lower the costs associated with the other benefits you provide by helping employees select just the ones they need at just the right level. Adding such a timely benefit also generates good will and increases employee retention, morale, and your standing within the community. According to a 2005 VA Tech study, their most recent, employee financial stress costs a business over $602.00 per employee per year and 24 work hours per quarter. That was then; I'm sure today's figures reflect the current economy. Hiring us saves you money.

 

You want your employees focused upon doing the work and doing it well. You do not want them worrying about anything else - sometimes to the point where they begin missing opportunities. We can help.

 

Out sourcing to an advisory firm is more cost-effective than hiring personnel or training in house.

 

We want your business to be successful. To help, we offer our "Retained Financial Advisor' program to you at half the usual rate; only $100.00 per month per employee paid quarterly in advance. Remember that all fees paid by you are fully tax deductible.  Unused portion of terminated contracts will be prorated and returned. Standard contracts are either one or three years.

 

Business can earn a 10% fee reduction by referring other businesses who then become clients in their turn.



Privacy Policy


In order to provide you with the best possible service, we collect all personal and financial information about you that we can. We understand that this information is extremely sensitive and must be safeguarded. To this end we have taken the following steps to protect your information.

  1. We must have written and notarized permission from you before we disclose any information to anyone other than yourself and the regulatory agencies who perform audits of this company as we are required to do by law.
  2. Your information is not stored on vulnerable computer systems.
  3. The public does not have unescorted access to our office.
  4. Information is only given to third party affiliates with your express written permission.
  5. Information is handled, stored and destroyed as permitted by law by the most secure methods possible.

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Our client list in not made available to anyone unless it is required by law. If you have any questions please contact us.