What is this?

Employee Education in all aspects of personal financial planning is becoming more and more prevalent.  The resulting question is where do employees go to gather such information?  The answer presently is: the employer. 

Employee Financial Planning allows you to provide an additional benefit to your workers and gives them yet another reason to come to work each day.  Financial Planning helps clients establish various goals and determine the best way to save for these goals they are working so hard to achieve.  A written document helps each client put into perspective these goals and objectives and provides them with a To-Do list to become more financially efficient.

How does it help me?

Employees often work harder for employers who show that they care for their employees.  By offering financial planning services to your employees, you will make it known that you care enough about your employees to help them reach their goals as they are helping you reach yours.

A comprehensive financial plan covers all areas including

Who do I contact for questions?

For more information on using the Pry Advisory Group Employee Financial Planning Services to benefit your employees and help them reach their personal goals and objectives, contact us at 419-423-4481 or email us at info@PryGroup.com.

What do I need to bring?

The first meeting entails a description of the average employee, an employee census to begin mailing out inventory booklets and a copy of an employee handbook to gain familiarization with all benefits the organization offers.