Secure Individual Planning
What is Secure Individual Planning? Through years of working with Finance/HR executives we recognized employers want to do more for their employees but have a limited budget and are busy. For these reasons SEP built a financial planning platform designed specifically to provide that something "extra" for the company employees. This "value-added benefit" includes Quarterly informational seminars and one-on-one meetings for each participating employee. The one-on-one session is when each individual sets long-term financial goals and objectives and formulates financial strategies in the areas of:
- Investments
- Retirement planning
- College/Education planning
- Financial/Cash Flow Management
- Tax planning
- Asset allocation
- Risk management/Insurance planning
- Estate planning
- Employment Separation planning
Each participant is further assisted in pursuing their goals through joint analysis of the Financial Profile they will receive and by reviewing a written action plan with a member of our team. This personalized employee service is included for every Group Health and Retirement Plan client.
|
