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 Employee Benefit Plan Analysis & Design |
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The purpose of the Employee Benefit Section is to assist you in understanding the benefit alternatives available to you within your company plans and their effect on your personal financial situation. Significant elements include Pension, Savings Plans, Stock Option Programs, and Group Insurance benefits. A comprehensive knowledge of these programs will help you to maximize these benefits and to integrate them in your plans for financial security. This review includes a summary of your present benefits, and projections of the future value of those benefits based on the specifications of the plans and the assumptions you provide. To be of continuing value, the assumptions should be updated periodically and benefits re-projected. For each benefit, we provide an explanation and description of its salient features. These descriptions are intended only to highlight your company benefit plans and policies and are not to be construed as substitutes for the documents which legally govern each of the benefit plans and official Company procedures. This segment of your plan is of tremendous value in that often your employee benefits provide the bulk of your financial security. Projecting the value of these plans over your career will help you to assess the role of these benefits in your retirement plans and in meeting other financial objectives. Please contact us to discuss your needs today. |
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Securities & Asset Management Services offered through LPL Financial · FINRA/SIPC |
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