You lead a busy life and have many people looking to you for advice, services, and leadership. Your role allows you to provide important services that large companies require yet you struggle to find access to basic group benefits such as health insurance that rank and file employees have access to use. You know that there has to be a solution for creating personalized world-class solutions for yourself that go beyond the individual marketplace.
My Financial Coach, in association with Milton Park Partners, is here to help you with a first in class concierge HR solution for individuals who want benefits packages similar to leading Fortune 500 companies and guided by a dedicated personal CFP® professional. By analyzing your personal financial picture and lifestyle, we are able to create a benefits package that addresses your goals and helps you achieve peace of mind.
The Concierge Benefits give you access to a CERTIFIED FINANCIAL PLANNER™ (CFP®) who can help you make better benefit decisions and to build out a financial plan based on your goals and objectives. It’s all included in the package of benefits.
If you already have medical insurance and would like to have access to the CFP® and financial planning benefit, you can sign up separately.
Schedule some time to speak with a Financial Coach today to see if concierge employer benefits are right for you!