An Opinion You Can Trust.
Unbiased and Un-Conflicted Financial Planning/Wellness for Insperity Clients
Our financial planning process is focused on helping you plan, not sell you products or invest your money. We help employers improve productivity and retain key employees by communicating and educating them on company benefits and to minimize financial stress.
We focus on all the elements of a comprehensive plan and differ from traditional planners.
We can help you create a comprehensive financial plan that integrates your personal financial accounts and documents into one easy to view hub. This hub provides you a centralized story of your financial progress. You will have access to a dedicated Financial Coach, CERTIFIED FINANCIAL PLANNER™ (CFP®) who will not only create your initial financial plan but will act as an ongoing resource for you as your financial needs change. When it comes to the unique needs of individuals, you will see that My Financial Coach can help employees at all stages of their careers.
Our CFP®s have access to a selected group of subject matter experts in tax, accounting, investments, insurance, succession, retirement and estate planning etc.
We provide financial planning and education for every career stage to achieve financial wellness.
Our coaches can help you with:
- Retirement Planning
- Charitable Planning
- Debt Management
- Education Planning
- Risk Management and Asset Protection
- Vision and Goals
- Optimizing benefit and compensation programs
- Tax Planning and Strategies
- Estate planning
Digitally organize all your:
- Financial accounts
- Tax and legal documents
- Insurance coverages
- Investments
- Annuities, IRAs, 401(k)s
- Employer compensation and benefit plans
- Practice valuation
- Real estate holdings
- Estate planning
- Wills, Trusts, Deeds
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Schedule some time to speak with a Coach Today.
See if Financial Planning is right for you!
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.