CORPORATE SERVICES - EMPLOYEE FINANCIAL PLANNING
The goal of employee financial planning is two-fold: to enhance an individual's or family's financial protection
and to increase their personal wealth.
Planning involves a thorough analysis of an individual's or family's current financial situation.
Financial problem areas, goals, objectives, values, risk tolerance, taxation and liabilities, are identified
with recommendations provided and reviewed periodically.
For the employer, the continued enhancement of your employees’ long-term financial health and satisfaction,
will aid in their retention for the longer term.
©2020 ARMEL AND ASSOCIATES INC. ALL RIGHTS RESERVED.
and to increase their personal wealth.
Planning involves a thorough analysis of an individual's or family's current financial situation.
Financial problem areas, goals, objectives, values, risk tolerance, taxation and liabilities, are identified
with recommendations provided and reviewed periodically.
For the employer, the continued enhancement of your employees’ long-term financial health and satisfaction,
will aid in their retention for the longer term.
©2020 ARMEL AND ASSOCIATES INC. ALL RIGHTS RESERVED.