ARMEL & ASSOCIATES
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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.
 

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