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Employee Newsletter: Financial Health Edition

  • Writer: Larry Kavanaugh, Jr.
    Larry Kavanaugh, Jr.
  • May 6, 2024
  • 1 min read

As a plan sponsor, employees want you to support their financial well-being.

Achieving financial health takes time and commitment, here are three tips to help your employees stay focused:


  1. Make savings a routine they can stick to

  2. Set realistic goals

  3. Get help from a financial professional


Just as physical health requires commitment, good habits, and professional guidance, achieving financial health needs time, persistence, and small yet powerful changes. By empowering your employees to improve their financial fitness, you are contributing to their overall well-being and satisfaction.




Northeast Retirement Plan Advisors

Larry Kavanaugh, Jr. AIF®, CPFA, CLU, ChFC

950-A Union Rd.

Suite 31

Buffalo, NY 14224

716.674.6200x237

716.674.7000


Securities and advisory services offered through LPL Financial a registered investment advisor, Member FINRA/SIPC.


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.


©401(k) Marketing, LLC. All rights reserved. Proprietary and confidential. Do not copy or distribute outside original intent.

 
 

Contact Us

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Northeast Retirement Plan Advisors

950-A Union Rd Ste 31
West Seneca, NY 14224

Phone

716.674.6200 x 237 

This information was developed as a general guide to educate plan sponsors but is not intended as authoritative guidance or tax or legal advice. Each plan has unique requirements, and you should consult your attorney or tax advisor for guidance on your specific situation. In no way does advisor assure that, by using the information provided, plan sponsor will be in compliance with ERISA regulations.

Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA SIPC.
 

The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: CO, FL, IN, MA, MD, MI, MN, MO, NC, NY, PA, SC

brokercheck.finra.org

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