For Employers

Financial Wellness in the Workplace

At Powell Financial Group, we are passionate about improving the overall financial health of your employees and understand what tools and resources they need to improve their financial well-being.  Our financial wellness program has become an appealing option for business owners and an invaluable added benefit for employees.  We offer a specialized approach to communication and can:

  • Tailor a financial wellness program that addresses your specific needs
  • Conduct educational workshops related to retirement planning, investment management & employee benefits 
  • Explain the options available under the employer-sponsored plan
  • Review Employee Stock Options:  RSU, SARs, ESPP
  • Provide 10b5-1 Consultation & Planning
  • Offer the opportunity to schedule a one-on-one consultation with a financial advisor 
  • Administer retirement readiness assessments as needed 
  • Guide employees who are transitioning to retirement

E-mail us at [email protected] or call us at (805) 495-6895 to share your interest in bringing our financial wellness program to your workplace. Together we’ll assess and review: 

  • The financial wellness tools currently provided to employees
  • Topics relevant to your employees
  • The benefits content to incorporate into our presentation
  • When and where to host workplace workshops
  • The number of sessions needed at your workplace 



Financial Wellness in the Workplace - Final 2019