Services for Employers - T.E. Wealth - Successful Wealth Strategies since 1972

Services for Employers

FINANCIAL EDUCATION & EMPLOYER SERVICES

At T.E. Wealth, we offer education solutions that benefit employees and employers alike. Financial education helps benefit and pension plan members build greater financial security, while also helping employers meet their obligations to employees. Our services include financial planning, web-based learning tools, and job site workshops and seminars.

The benefits of our employee education services include:

Strengthen corporate governance

We help employers reduce risk through education. Our proactive approach to corporate governance obligations supports your internal programs while safeguarding your company, board members and management teams.

Increase financial security

Financial education empowers employees to truly understand their benefit and pension programs so they can become more active and informed participants in their own financial lives.

Attract and retain employees

Employers can realize greater success in a competitive employment market by offering talented employees financial and retirement planning that reflects their value to the company.

Kim Evans
General Manager
Call 403-538-3788
kevans@tewealth.com

KEY EMPLOYEE FINANCIAL MANAGEMENT

Working with T.E. Wealth, you can help your key employees stay focused on your company’s bottom line by ensuring that their own finances are well-managed. From financial and tax planning to retirement planning and investment counseling, our teams of experts can help you attract, retain and reward key employees.

The benefits of our key employee financial management services include:

Retain key employees

Even if your current employee benefit package is competitive, you can improve retention by offering key employees the added value of our unique suite of personal financial management services.

Attract top talent

You can attract the best and brightest candidates by differentiating your compensation plan from other employers’ with the unique incentive of key employee financial management services.

Increase employee participation

We’ll work with your key employees to review their goals and aspirations, define their challenges and responsibilities, and help them build a foundation for long-term financial security.