During August, we want to set you up for a successful benefit election period. Your employer-provided benefits are an important part of your financial plan, and we can maximize their effectiveness.
- Want to make sure your employer-provided retirement plan is optimized for your risk tolerance, goals, and diversification needs;
- Are curious about the effects of adding your spouse or dependents to your employer-sponsored medical insurance;
- Need to review your employer-sponsored disability insurance to ensure you’ve funded your emergency reserves to cover your elimination period.
Whatever the case, it is important to understand the scope of your benefits and how they can (and should) coordinate with your long-term financial plan. We can offer you the insight that empowers you to make confident decisions.
Call us today to discuss your employer-provided benefits in greater detail, as well as your finances and goals to ensure what the best opportunities are for you.