Financial Wellness as an Employee Benefit

Give your crew access to our crew.

Employees at every level of your company—from C-level executives to those on the factory floor—can benefit from having a better understanding of their compensation and, more holistically, their financial journey. Kaiser Hoffman works with your employees one-on-one to identify financial goals and develop a plan to help turn those goals into reality. We also provide regular, firm-wide educational seminars on topics ranging from retirement planning and budgeting to strategic tax planning and much more. As your primary resource for all financial matters, we are able to integrate your employees’ corporate benefits with their private resources, creating one comprehensive financial strategy.

The wealth management team working with your employees will provide:

Wealth Advice

  • Retirement planning
  • Executive benefits
  • Education planning and funding
  • Estate planning
  • Cash flow planning

Tax Planning and Preparation (Executive Level)

  • Tax strategies as part of the wealth plan
  • Multi-state tax issues, including residency and domicile
  • Keys to minimizing tax consequences

Investment Advisory

  • Asset allocation
  • Portfolio construction
  • Performance reporting
  • 401(k) asset allocations
  • Stock option plans

Risk Management

  • Corporate health insurance benefits
  • Asset protection strategies
  • Life insurance
  • Long-term care 
  • Disability insurance

To learn more about how your business could benefit from a partnership with Kaiser Hoffman, contact us.

* Some of the Services listed above may be offered by an affiliate of Kaiser Hoffman and may be subject to additional fees.

Financial Wellness as a Benefit