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Why Financial Wellness Partners?

Employer Benefits Consulting

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Retirement Plans

  

Utilizing the Financial Wellness Partner Program that combines the scale and technology of LPL Financial with the employee advisory services of Stratos Wealth Partners, we offer a robust retirement plan servicing model. 


We will partner with your team to identify the best product partners and plan design to meet the goals of the organization. We will help put the processes in place to maximize efficiency in administration and compliance checks and balances.


The ultimate goal is to put the employees on a path to Financial Wellness. We will achieve this through a custom designed education program that will focus on the most pressing employee needs.

Wellness Programs & Partners

Health Wellness and Financial Wellness are both newer programs that employees are valuing more and more.  These programs should be customized for your company and matching them to your demographics is key to their success

Student Loan / College Savings

Offering Student Loan programs can be key to attracting young talent to your company.  This is fastest growing benefit in the country.  


Employees that double as parents are also trying to figure out how to help their children avoid the student loan trap.  Having an employer based college savings program can offer those employees a solution

Voluntary Benefits

Ancillary benefits to health insurance such as life, disability, dental, or vision can play a key part in employees financial plan.  However employees have a very difficult time receiving unbiased advice on whether  their resources are best allocated to these benefits.  A true financial wellness program incorporates the retirement plan with all of the employer benefits to make sure employees are on the right track.

HSA / HRA / FSA

These complicated financial accounts have many advantages.  Educating your employees on how to use them properly can save the employees and employers money.

Executive Benefits

Executives have complex financial needs. To attract and retain top level executives, companies need to focus on setting up another tier of benefits.

Employer Benefits Consulting

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Financial Wellness Partners

3750 Park East Drive, Beachwood, Ohio 44122, United States

contact@financialwellnesspartners.com