For Your Employees

GAIN PERSONAL CONTROL

Many individuals feel as though they do not have the knowledge or tools to handle their finances. It is common for people to feel overwhelmed and, therefore, turn a blind eye when managing their financial situation. Financial wellness places both education and tools into the hands of your employees, helping them to take ownership and ultimately take control of their financial decisions.

TOUGH QUESTIONS ANSWERED

Helping employees with finances is a great start, but how do they know how much money they should be contributing to their 401(k) or IRA? How much should go to paying off student loans and credit card debt? How much should go toward their children’s college fund? At Insight Wealth Strategies, it is our mission to provide the answers to these tough questions.

PERSONALIZED AND TARGETED PLANNING

Insight Wealth Strategies goes way beyond simply offering different types of retirement plans. Employers should incorporate a thorough financial wellness package into their existing employee benefits. This will help employees better understand their current financial situations, plan for short- and long-term goals, and understand where they are as far as reaching their retirement goals. At Insight Wealth Strategies, our comprehensive financial planning process targets these essential employee needs.

HOLISTIC WELLNESS

A properly designed financial wellness program looks at the many individual aspects of an employee’s financial situation and how those pieces fit together. It will help employees plan for the future while also helping them understand the importance of living financially responsible today.

For Your Company

ATTRACT TALENT AND BE RANKED AMONG THE TOP MOST
DESIRABLE PLACES TO WORK

Insight Wealth Strategies can help you stand out as a top-notch employer by working with your employees to help them make educated decisions about their financial health. This can help your company build and maintain employee loyalty. According to the Consumer Financial Protection Bureau, there is evidence that suggests a financially capable workforce is more satisfied, engaged, and productive for their employer.1

HELPS EMPLOYEES BECOME CONFIDENT, EFFICIENT, AND
FINANCIALLY WELL

This equates to lowering employee stress and increasing financial knowledge among your employees. If your employees learn to budget, save, and plan at home, they will carry that knowledge with them wherever they go. Employees may begin to manage their department budgets with greater care, understanding, and strategy.

INCREASED PERFORMANCE AND PRODUCTIVITY

When an individual feels financially secure and in control of their financial decisions, it is common for their stress levels to decrease. This can free up employee bandwidth to manage stressful situations at work, increase performance, and increase productivity.

A LASTING IMPACT

Employers already invest heavily in health and retirement benefits for employees to help them secure a financial future. The natural continuation of that investment is to help employees with short- and long-term financial planning to help them reach their financial goals. It makes sense for companies to leverage the investments they are already making and help employees better understand their individual financial needs.