Fi-Care Financial Wellness Benefits
The Fi-Care Financial Wellness Benefits program was developed for forward thinking business owners who believe in supporting their employees’ financial well-being.
Let our team help you build a culture of financial confidence and commitment among your employees by offering a financial wellness program that works.
Your Employees Deserve a Better Return On Life
37%*
Number of Millennials that feel like they are distracted at work by their personal finances
3 hours*
Time per week dealing with these personal issues
For a $75,000 salary, that's a
$5,600
yearly loss in productivity per employee.
How Our Fi-Care Program Works For Your Team
The Fi-Care Financial Wellness Benefits program provides your team members with a CERTIFIED FINANCIAL PLANNER™ to help them set short and long term personal goals.
Our goal is to help remedy your employees financial issues before they sit down to work by creating a better Return On Life (ROL). We’ll give your employees the tools they need to help manage their finances in a way that improves their life and your company’s productivity.
Develop a Plan
Develop a goal-based plan to solve budgeting, investing, retirement planning, and many other financial concerns.
Provide Guidance
Provide ongoing planning and guidance to help relieve your employees of their financial strains.
Support Your Team
Allow your team members to make smart financial choices and ultimately maximize their time and focus at work.
A CERTIFIED FINANCIAL PLANNER™ Dedicated to Helping Your Employees Achieve Their Personal Goals
Sample Fi-Care Financial Wellness Program Calendar
January
February
March
April
May
June
July
August
September
October
November
December
| Legend |
|---|
| Investments |
| Financial Planning |
| Reporting/Newsletter |
| Client Meeting/Event |
CFP and Certified Financial Planner marks are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements. Those wanting to become a CFP professional must take extensive exams in the areas of financial planning, taxes, insurance, estate planning and retirement. Attaining the CFP designation takes experience and a substantial amount of work. CFP professionals must also complete continuing education programs each year to maintain their certification status.
Low-Cost 401(k) Plans for Your Employees
Pairing Fi-Care Financial Wellness Benefits with a low-cost 401k plan can ensure your employees get the most out of their benefits.
Professionally managed
We look after your employees’ best interests so you can focus on your business.
Simple set up
Reduce human resources headache with automated online enrollment, administration and recordkeeping.
Low-cost
Low investment fees translate into higher account balances and more money for your employees in retirement
Lower legal risk
Business owners have a legal obligation to make sure their 401(k) plan is run in the best interests of participants. We provide fiduciary support and partner with you to help mitigate investment risks of the plan.
