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Employee Benefits Review

This is a module in our Comprehensive Financial Planning Service.

Employee Benefits can be a large part of your compensation package. Therefore, it is important to maximize its value based on your needs while keeping your costs low.

Retirement Plan Analysis

Most employers offer a retirement plan. That plan can consist of a Simple IRA, a 401(k), a 403(b), or other types of plans. The plan may have a limited menu of investment choices. We help our clients with the analysis of the plan and by giving them recommendations on how to use it.

Employee Stock Purchase Plan Analysis

You may have the option to purchase your company stock at a favorable price through an Employee Stock Purchase Plan. If that is the case, we may be able to help you take full advantage of the offering.

Employee Stock Plans (Restricted Stock, RSUs, Stock Options)

You may receive a part of your compensation in Employer Stock or RSUs and/or Incentive Stock Options.  If this is the case, we will guide you on what Elections to make and fit your Employee Stock plan into your overall financial plan.

Health Insurance Analysis

Getting health insurance through your employer can help save money when getting the needed coverage. We help our clients pick the best option for their needs while assessing the combination of a Health Savings Account (HSA) or Flexible Spending Arrangement (FSA).

Life & Disability Insurance

Employee benefits can also offer life and disability insurance coverage. We help our clients compare the options available to them through work and if they were to buy them on their own.

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