a husband and wife discuss financial plans with advisor

We believe everyone deserves access to fiduciary advice

We offer participants a variety of ways to access the fiduciary advice they want and need.

a young man smiles as he sits with financial advisor

Comprehensive financial planning

Everyone should have a financial plan, and employees want guidance with their finances as much as ever. We have extensive experience building financial plans for individuals and households that address all aspects of wealth management, including:

  • Retirement savings and income strategies.
  • Identifying and prioritizing financial goals.
  • Insurance and estate planning.
  • Saving for education.
  • Debt management.

How does comprehensive financial planning work?

Our experienced team of financial professionals can help your employees create a personalized, long-term plan for their financial goals with ongoing support and guidance.

The tools you need to get the job done

Help your employees set goals and provide ongoing support to help them stay on track.

Schedule

  • Email campaign
  • Convenient online scheduler
  • Phone and video conferencing
  • Seminars/webinars to describe services (based on availability)

Financial planning consultation

  • Goal-based planning: needs, wants and wishes
  • 3–5-hour consultation time per plan
  • Digital dashboard and planning tools 
  • Includes spouse/partner

Implementation

  • Solutions and help implementing plan

The need for financial planning

Overwhelmingly, individuals find comprehensive financial planning services interesting, useful and compelling.

90%

want a personalized financial plan that adjusts with their needs.1

78%

are generally interested in financial planning services.2

84%

consider financial planning services useful and compelling.2

Breaking financial barriers and misconceptions

Affordability

Financial planning does not have to be expensive.

Access

Individuals at every financial level deserve a financial plan.

Comprehensive

Financial planning helps prepare individuals and families.

Judgement free

Financial planners provide unbiased, judgement-free guidance.

graphic denoting 1 in 4 individuals

One in four employees say a financial-wellness benefit with access to financial counselors is the most desired benefit for an employer to provide.1

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Comprehensive Financial Planning

Our comprehensive financial planning solution can help employees create and implement a holistic, long-term financial strategy.

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To learn more, please contact your sales representative at 877-630-4015

1 2019 PWC Employee Wellness Survey.

2 Empower Consumer Survey by the Harris Poll: 9/27/19 – 10/8/19.

FOR FINANCIAL PROFESSIONAL USE ONLY. 

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Securities, when presented, are offered and/or distributed by GWFS Equities, Inc., Member FINRA/SIPC. GWFS is an affiliate of Empower Retirement, LLC; Great-West Funds, Inc.; and registered investment adviser, Advised Assets Group, LLC. This material is for informational purposes only and is not intended to provide investment, legal or tax recommendations or advice.

IMPORTANT: The projections, or other information generated on the website by the investment analysis tool regarding the likelihood of various investment outcomes, are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. The results may vary with each use and over time.

Investing involves risk, including possible loss of principal.

Insurance products are issued by or offered through Great-West Life & Annuity Insurance Company, Corporate Headquarters: Greenwood Village, CO; or in New York, by Great-West Life & Annuity Insurance Company of New York, Home Office: New York, NY. Guarantees are subject to the terms and conditions of the contract and the claims-paying ability of the insurer.

The managed account service is part of the Empower Retirement Advisory Services suite of services offered by Advised Assets Group, LLC, a registered investment adviser.

The Empower Institute is a research group within Empower Retirement, LLC.

All features may not currently be available and are subject to change without notice. ©2021 Empower Retirement, LLC. All rights reserved.

Unless otherwise noted: Not a Deposit | Not FDIC Insured | Not Bank Guaranteed | Funds May Lose Value | Not Insured by Any Federal Government Agency.