Employers recognize that financial stress is taking a toll on their workforce — and their bottom line. Financial wellness can help improve employees’ fiscal well-being and reduce stress by providing the education and tools they need to help them

  • successfully manage their money
  • prepare for unforeseen expenses
  • and save for the future

Here are five ways financial wellness benefits your company culture!

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Joanna Amberger PictureJoanna Amberger
CERTIFIED FINANCIAL PLANNER™
3 Financial Group

1888 Kalakaua Avenue, Suite C312
Honolulu, HI 96815
808.791.2925
www.3FinancialGroup.com


Running a successful business is complicated and your retirement plan is an important piece of the puzzle. Regulators are putting increasing pressure on business owners who run retirement plans for their employees. Working with a financial advisor who can support you with your fiduciary requirements can help ease that burden. Plus you can have a plan that is easy to manage, while providing your employees with a convenient vehicle to save for retirement. We work with you to design and implement smart retirement plans that fit your unique goals.

This information was developed as a general guide to educate plan sponsors and is not intended as authoritative guidance or tax/legal advice. Each plan has unique requirements, and you should consult your attorney or tax advisor for guidance on your specific situation.

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