Financial Wellness Program
Are you ready to empower your employees?
Equip your employees with the financial literacy they need to secure their future throughout their career. This program offers comprehensive educational resources and personalized guidance to optimize their Employer Sponsored Plan (401k, 403b, Traditional/Roth IRA).
All employees will participate in a Retirement Planning Lunch & Learn, ensuring they have the knowledge and tools to make informed financial decisions.
achieve financial
wellness Benefits for Business Owners
No cost to implement
25-50% reduced investment management fees
Reduced management fees
Participation in regular meetings to implement tax strategies aimed at minimizing tax implications
Happy, prepared employees!
Meet our Community Engagement Specialist
Yanell Ordonez
Phone number: (305) 448-1011
Email: yanell.ordonez@guerrawealth.com