Financial Wellness Program

sebastian speaker

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
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!

sebastian with employees

Meet our Community Engagement Specialist

Yanell Ordonez

Phone number: (305) 448-1011


Ready to get started?

What are you interested in?(Required)