For Your Business/Organization

Developing wealth from the inside out is something we take very seriously. We help companies and organizations develop a healthy understanding and plan for financial independence. Our wealth advisors take the time to understand your vision and goals, and then leverage the appropriate resources and intellectual capital to help you pursue your goals.Your organization can then confidently understand and embrace financial decisions that engage executives and employees – and get you on a successful journey of experiencing financial happiness. From providing comprehensive strategic planning and implementation to serving as a mentor or guide for the strategies you have developed, Prosperwell Financial can help you and your organization.

We also provide end-to-end analysis of your organization’s current retirement plan.

Our process includes four areas of review:

Plan Costs

We benchmark your plan costs and compare them to plans of similar size and industry.

Investments

We complete an analysis of your current lineup, and will examine all other possible options available.

Plan Operations

We examine your current IPS, EPS and Committee Charter and determine your fiduciary wellness.

Employee Behavior

We assess your participation rate, and offer strategies where there is a need to increase enrollment and employee satisfaction.