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Services for your business

As a business owner, you don’t just serve your customers, you also serve your employees.

Waddell & Reed knows the necessity and value of offering a competitive benefits package to employees – and the positive impact financial planning can have on your business.

Business planning

Employees look for more than just a paycheck at a job; they look for a competitive benefits package. And why wouldn’t they? Benefits help them feel valued and cared for. Whether you’re creating a benefits program or interested in making your current program better, I can help. 

Benefits I can assist with include employer-sponsored retirement plans, employee risk management services, employee financial education as well as personal financial planning, and financial planning for your business.

Employer-sponsored retirement plans

Few benefits are as common as employer-sponsored retirement plans. If you’re looking for a way to attract – and retain – high-quality employees in a competitive hiring environment, an employer-sponsored retirement plan can help.

Even if you’ve already established a retirement plan at your small business, it may be worth reviewing as your company grows and changes. Whether your business is a sole proprietorship, a general partnership, an LLC, a corporation or a nonprofit organization, we can discuss a plan type to help meet your needs, including:

  • SIMPLE IRA
  • SEP-IRA
  • Profit sharing plan
  • 401(k) plan
  • Defined benefit plan
  • Payroll Deduction IRA
  • Roth IRA

Employee risk management services

Insurance is an important part of any employee’s compensation package. High-quality employees often look at a benefits package when deciding whether to accept a job – or leave a current one. To attract – and retain – the best employees, competitive benefits are essential.

Through arrangements with third party insurance companies, Waddell & Reed offers products including:

  • Group life and long-term disability
  • Voluntary life insurance
  • Group long-term care 
  • Major medical individual health
  • Executive carve out disability 
  • Individual or business-owned life insurance

Employee financial education

What is the worth of offering benefits if your employees don’t understand the value? Through financial education workshops, I can help your employees better understand their benefits and the role benefits play in their financial health.

I offer workshops on topics including retirement plan enrollment, investing basics, money management and more.

Contact me today.

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