Empower Your Employees to Reach Their Goals and Feel Better About Their Finances All for One, Easily Affordable Fee
Traditional benefits do not adequately address the financial challenges that your employees face. With the challenges presented in the economy, financial wellness is a more valued benefit than ever.
Progress Wealth Management’s Financial Wellness Offering provides:
- A personalized financial plan for each employee
- A simple, clean Financial Wellness platform
- 401k management
- Custom Monthly Webinars based on the needs of your employees
Financial wellness is a win-win for your business.
Through our employer program, you and your employees will realize the following key benefits:
Enhance benefit adoption
Progress Wealth Management incorporates your other benefits so your employees can take full advantage of all that you have to offer.
The average employee misses 3-4 more work days per year when they are financially stressed.
Decrease financial stress
More than 80% of people report feeling better about their finances after just one year of financial planning and coaching.
Traditionally, accounts such as 401(k)s, 403(b)s and 529s weren’t able to be managed by your financial advisor, making your goals harder to accomplish and mistakes more likely. Advisors couldn’t provide the ongoing management and oversight that’s expected and required as a fiduciary due to limitations in technology. Through Progress Wealth Management, your employees can enjoy the benefits of professional management and a personal relationship with a non-commissioned, fiduciary financial planner that their employer has thoroughly vetted on their behalf.
Advisors at Progress Wealth Management are able to view, manage and trade any employer sponsored investment accounts. As a result, they’re able to provide you with the benefits of comprehensive portfolio management through their close partner, Pontera. This allows your advisor to do the job you hired them to do — full, holistic account management and wealth planning — and helps you to rest easy that all of your investable assets are being professionally managed.
Comprehensive Account Management
Consolidate all of your accounts with one trusted advisor.
Have all of your accounts professionally managed.
Asset Location Strategies
Optimize allocation and potentially reduce tax burdens.
A Modern Financial Wellness Benefit.
Progress Wealth Management works with employers to provide a financial wellness benefit that actually makes a difference in their employees’ lives.
With Progress Wealth Management, employees and employers get access to the following:
Holistic financial plan and report card
Provide employees with a personal financial plan and report card that gives insight and direction into their financial future.
Live financial coaches
Received individualized support through live chat or personalized coaching through 1-on-1 calls with our in-house financial coaches.
Literacy courses and tools
Help employees improve their financial literacy and reach their financial goals through our engaging lessons and other effective tools like quizzes and calculators.
Aggregate employee metrics
You will get access to aggregate data and reporting to help you optimize benefits, target your efforts, track progress, and much more.
Pricing – Corporate Financial Wellness
Learn More About How Our Program Can Help Support Your Corporate Initiatives for the year by Clicking Below And Scheduling a Demo.
Let’s chat about financial wellness!
Still have questions? Click here to submit any questions you might have.
If you are interested in learning more about how we can help your employees improve their financial wellness, fill out the form here and someone from our team will be in touch to set up a demo.
Frequently Asked Questions
What Does Progress Wealth Management Do Differently To Help Its Clients Reach Financial Independence?
Do the professionals that work with Progress Wealth Management have any professional designations?
At Progress Wealth Management, we believe that designations MATTER. We don’t hire any advisors who lack professional designations. As you work with us, you should expect to work with no one who has less than 10 years of experience and is a CFP, CPA, EA, or JD. We believe that if your advisor hasn’t taken the time to educate themselves on how best to serve you and help you reach your goals; you shouldn’t trust them. We believe that financial professionals need more than just a license to prove their ability to do their job. A common method of proving capability to do any job is with a set of professional certifications and designations that follow passing a rigorous exam like the CFP.
Progress Wealth Management is a unique type of financial advisor. We are referred to as a fiduciary financial advisory firm meaning we’ve minimized any potential conflict of interest and have an ethical and legal requirement to prioritize our clients’ best interests over our own.
How is this unique? Most financial advisors abide by the suitability standard meaning that they’re not required to give you the absolute best recommendation at every step of the way (just an okay one is fine).
How have we done this? By eliminating any inherent conflicts of interest that traditional financial advisors have (i.e. commissions, referral fees, soft-dollar arrangements, etc), we have ensured that our clients can trust that no matter what, we’re not in the sales business; we’re purely employed to benefit our client’s best interest.
We have an ethical and legal requirement to work in the best interests of our clients at all times. Coupling this with our average tenure in the financial sector of 10 years and you know that you’re hiring an expert to help you reach your goals more easily. We aren’t paid any referral fees nor do we sell life insurance or participate in any product sales. We abide by the fiduciary standard and are happy to sign a fiduciary oath if you request it.
Progress Wealth Management is a fee-only financial planning firm meaning we’re not paid a commission to sell you anything. All of our advisors are fee-only financial advisors as well.
This means that by hiring us, you’d pay us to give you accurate, objective advice that can help you reach your financial goals more easily and not have to be concerned with financial incentives we may have other than ensuring your financial goals.
The value of working with fee-only advisors is that you know at all times, your financial advisor has minimized their conflicts of interest. As a result, you can expect objective financial advice rather than advice in pursuit of the sale of financial products or products that insurance companies would pay commission on. We believe that the best choice for clients everywhere is to work with a registered investment adviser that abides by a fee-only structure. In addition to fee structure, the wealth management services offered should align with your needs. If you’re high earning, your investment advisers should include an analysis of your 1040 every year and should have a service offering that fits your specific needs.
That’s our specialty. We’ll help you understand every single little thing you can do to make reaching your goals easier and we’ll hold your at every step along the way.
This may include helping you renegotiate your salary, improve your tax plan, improve how you invest within your 401k, serve as your investment adviser, and how much and what type of insurance products you need (but we’re not insurance agents, so you know that we’re not trying to sell you anything) and much more.
We believe that to be the best financial advisor firm or wealth management firm, you should be ready and equipped to provide your clients with all the advice they need about every aspect of their financial life at every step of the way.