As a plan sponsor, employees want you to support their financial well-being.
Achieving financial health takes time and commitment, here are three tips to help your employees stay focused:
Make savings a routine they can stick to
Set realistic goals
Get help from a financial professional
Just as physical health requires commitment, good habits, and professional guidance, achieving financial health needs time, persistence, and small yet powerful changes. By empowering your employees to improve their financial fitness, you are contributing to their overall well-being and satisfaction.
Summit Retirement Partners, LLC
209 West Chatham Street
Apex, NC 27502
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Ryan Verdery, AIF®
(919) 674-0595
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Meredith Barbour, QKA, PPC®
(984) 229-1031
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Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.
This information was developed as a general guide to educate plan sponsors and is not intended as authoritative guidance or tax/legal advice. Each plan has unique requirements, and you should consult your attorney or tax advisor for guidance on your specific situation.
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