As a business owner, your days are spent juggling multiple tasks and wearing a handful of different hats. For most business owners, managing and overseeing employee benefits, such as the company retirement plan, requires more time and responsibility than they have available.
This is where we come in. We launched the Fi-Care Financial Wellness program to help business owners provide a unique and valuable benefit to their team. We believe it can help you build a culture of financial confidence and commitment among your employees.
Fi-Care Financial Wellness is a benefits program developed by Windgate Wealth Management, a financial services firm long established in the community for its comprehensive financial planning services and personalized approach.
We have been working with business owners for over two decades on their personal wealth management and more traditional employee benefits, such as 401(k) plans. Lately, business owners have told us that one of their largest challenges is finding and retaining talented employees. We then asked: what if we apply the experience we’ve gained managing families’ wealth over two decades and provide it to business owners as a benefit to their team?
We developed Fi-Care Financial Wellness with the goal of helping employees improve their financial life and business owners boost productivity and improve company culture.
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.
Our Fi-Care Financial Wellness program is not a cookie-cutter, one-size fits all template. We provide comprehensive financial planning for each employee’s needs. Your employees receive the benefit of a Certified Financial Planner (CFP®) who is committed to understanding their goals and uncovering any financial blind spots. We develop a goal-based plan to solve budgeting, investing, retirement planning, and any other financial needs, then communicate regularly to ensure progress.
Goal-based financial planning allows us to succeed together by setting short-term goals and reviewing progress at regular intervals. The process works by achieving incremental steps toward a long-term goal while making course corrections when circumstances inevitably change. We aim to accomplish this by providing:
● Introductory and year-end in person/video conference meetings
● Service calendar check-in agenda
● Unlimited access by phone or email
● Access to personal financial website and planning technology
Through our services and high-touch approach, we hope to help businesses implement a competitive and valuable program that benefits their employees and increases company engagement and productivity.
We are always open to meet with companies and see how we may be able to help with a retirement benefits program. We encourage you to reach out to us today for a no-obligation conversation to identify how we may be able to help. You can reach us by calling (844) 377-4963 or emailing Fifirstname.lastname@example.org. You can also book an appointment online here.
Sean Condon is a wealth advisor with more than a decade of industry experience. He specializes in helping entrepreneurs build a culture of financial confidence by offering their employees unprecedented access to a CERTIFIED FINANCIAL PLANNER™. Taking an owner’s approach, Sean does his best to understand the many elements of clients’ entrepreneurial journeys. He works in a technically competent and caring manner to reduce clients’ anxiety about money issues and serves as a fiduciary by always putting his clients’ best interests first. Learn more about Sean by connecting with him on LinkedIn.
Perritt Capital Management, Inc. is the Registered Investment Advisor for Windgate Wealth Management accounts. Windgate does not provide tax advice. Consult your professional tax advisor for questions concerning your personal tax or financial situation.