You’ve worked hard to grow your business and you’re doing what it takes to build your own personal wealth; you’d like your employees to be able to create financial wellness for themselves and their families as well.
As a Chartered Financial Analyst (CFA®), and a CERTIFIED FINANCIAL PLANNER™ Russell can help support your employees with personal financial consulting and coaching needs by offering financial wellness programs to teach employees how to better manage their money.
Options include
Individualized financial planning programs and one-on-one consultations
Lunch and learn talks with the whole company to get attendees thinking and talking about their personal financial goals and educating them on getting their finances organized
Providing financial planning and consulting as an employee benefit
Retirement plan selection and set up based on your individual company profile and needs