©2018 BY WORKPLACE FINANCIAL ADVISORS.

WORKPLACE FINANCIAL ADVISORS

YOU'VE GOT A FRIEND IN THE BUSINESS

OUR SERVICES

Workplace Financial Advisors exists to answer the critical financial questions facing your employees/participants today. Having met with thousands of individuals who had real concerns about their financial wellness, we identified a need for more personalized service.  Many did not have a place to turn to get their questions answered, and this caused them a great deal of financial stress. 

  As many financial advisors are moving away from advice due to Department of Labor regulations, we see an enormous need to fill that void. We provide a broad range of services and solutions to plan sponsors, providers, and advisors. 

We can help you educate and advise employees on a diverse set of financial topics to help relieve the significant financial stress many are experiencing.  This may help improve their overall well-being and productivity, as well as potentially increase your bottom line.

 

INDIVIDUAL CONSULTATIONS

Improve overall employee financial wellness

Employees want 1:1 advice.  They've been through the group meetings and need more individualized attention to answer questions such as:

  • How do I reduce my debt?

  • What if the unexpected happens?

  • When should I take Social Security?

  • How should I invest in my retirement plan?  And much more!

46% SPEND
3+ HOURS DEALING WITH FINANCIAL
ISSUES AT WORK1

Stressed Man
Dollar Bill in Jar

REDUCED EMPLOYEE PRODUCTIVITY

 

 

 

COSTS $7,000

PER EMPLOYEE/YEAR2

68% OF EMPLOYEES PARTICIPATE IN FINANCIAL EDUCATION WHEN OFFERED3

Business Growth
 
Networking Event

ABOUT US

Workplace Financial Advisors was founded with a single mission: to help employees with their financial questions - no sales pitches.  Our mission is to help improve employees' overall financial wellness.

With more than 25 years in the financial education field, we know what your employees need: an unbiased, experienced team to help them reach their goals.  100% of our revenue comes from financial wellness services.  Our only goal is to provide your employees/participants a trusted financial resource.


Whether your employees/participants have questions about how to plan for retirement, save for a college education, or participate in other voluntary employer benefits, we can help.   

Give us a call today and see what we can do for you.

 

U.S. Consumer Financial Protection Bureau

“INITIAL RESEARCH ON FINANCIAL EDUCATION IN THE WORKPLACE ALREADY SUGGESTS THAT A FINANCIALLY CAPABLE WORKFORCE IS
MORE SATISFIED, MORE ENGAGED, AND MORE PRODUCTIVE FOR THEIR EMPLOYERS.”

 

CONTACT US

Whether you are plan sponsor, advisor or provider, we have services that can benefit your company.
To learn more, contact us today at info@workplacefinancialadvisors.com, or complete the form below.

 

Disclosures and Legal Disclaimers

Workplace Financial Advisors, LLC is a State-Registered Investment Adviser located in Auburndale, MA . Workplace Financial Advisors, LLC only transacts business in states in which it is properly registered or is excluded or exempted from registration.  A copy of Workplace Financial Advisors, LLC ’s current written disclosure brochure filed with the SEC which discusses among other things, Workplace Financial Advisors, LLC ‘s business practices, services and fees, is available through the SEC’s website at:  www.adviserinfo.sec.gov.

 

Workplace Financial Advisors, LLC’s website is limited to the dissemination of general information regarding its investment advisory services to prospective clients where providing such information is not prohibited by applicable law. Accordingly, the publication of Workplace Financial Advisors, LLC’s website on the Internet should not be construed by any prospective client as a solicitation to effect, or attempt to effect transactions in securities in the United States or in any other jurisdiction , or the rendering of personalized investment advice for compensation, over the Internet. Nothing provided on this site constitutes tax advice. Individuals should seek the advice of their own tax advisor for specific information regarding tax consequences of investments. Investments in securities entail risk and are not suitable for all investors.  For additional information about Workplace Financial Advisors, LLC, including registration status, fees, and services, contact us for a copy of our disclosure brochure.

 

Workplace Financial Advisors, LLC does not make any representations as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Workplace Financial Advisors, LLC’s web site or incorporated herein, and takes no responsibility therefore. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

 

Business Continuity Plan Disclosure:

Workplace Financial Advisors, LLC maintains a business continuity plan designed to respond effectively and reasonably to events of varying intensities. This plan defines critical functions, staff assignments, alternate work locations, resource requirements, vital records and assets related to restoring business operations with minimal impact. Plans are reviewed and maintained on an ongoing basis to ensure that documented information is current and recovery strategies support our operations.

1. 2018 PWC Employee Financial Wellness Survey

2. Personal Finance Employee Education Foundation, Personal Financial Wellness Scale

3. 2017 PWC Employee Financial Wellness Survey