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Contact Fourth Point Wealth today.
You want the best for your employees. You likely offer wellness plans or incentive programs, but what about their financial health? The peace of mind that comes from knowing the future is secure is the very definition of financial well-being, and Fourth Point can help your employees get there.
As a financial consultant and advisor to California employers leading the charge in whole-person company culture, Fourth Point Wealth forms long-term strategic partnerships. We deliver programs to help each employer’s workforce build financial confidence and help employees take charge of and grow their personal wealth.
How do we help employees get on track AND help employers navigate the regulatory waters of retirement benefits?
We developed a process called the Anchor FORMula. We identify employee benefit plan gaps and target opportunities to help increase financial literacy, plan participation and employee satisfaction.
Typically, we work with employers with at least $3M in assets, or who have the ability to get there with our coaching system. We specialize in working with non-profit organizations & schools. We understand that you’re dedicated to changing lives and building a better future for everyone, so having a retirement plan advisor dedicated to you makes sense. Ask us about our programs and fees tailored to your organization and unique employee needs.
Contact us to learn more about our Anchor Benefits FORMula and how we can help you create a company financial wellness plan.