Employee Benefit Review

During July and 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.

Perhaps you…

  • 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. Certainly, we can offer you the insight that empowers you to make confident decisions.

To facilitate a productive discussion, we have a checklist that outlines 17 considerations that are fundamental to an employer-provided benefits review [link to your white-labeled version from your website or Google Doc].

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