Financial well-being is a long-term journey. By partnering with Strategic Planning Group, your employees gain access to essential resources and expert guidance. Together, we provide valuable financial education and support, helping to create a more informed, confident, and satisfied workforce.

Supporting Employees Throughout Their Financial Journey

Our ongoing support provides all employees, regardless of client status, with valuable tools and resources to help them make informed financial decisions.

• • Tailored Group Seminars: We offer workshops and group seminars on topics such as retirement planning, investment strategies, and maximizing employer benefits, keeping employees informed and engaged.
  
  
  • Initial Consultations: Every employee has the opportunity for a complimentary one-on-one consultation to review their financial health and retirement plan.
  
  
  • Financial Tools & Calculators: Employees can explore different financial scenarios using our online calculators, helping them make more informed decisions about their retirement and investment strategies.
  
  
  • Ongoing Guidance: We provide personalized financial reviews to help employees stay on track with their retirement goals as their needs evolve.

Financial planning is not a one-time event. As life changes, so do financial goals. Our ongoing support can help your employees continue to receive guidance and adjustments that evolve with their needs, whether they choose to engage us as clients or simply benefit from our educational resources.