PLAN YOUR FINANCES WITH PURPOSE
We help organizations and families build plans that are purpose-driven and specific to their unique and ever-changing needs.
Our financial solutionS
BUSINESSES
- We help employers and their teams define retirement plans. Retain talent and increase the satisfaction of your employees with a good retirement savings plan and more benefits.
- We accompany and follow up on the financial goals, savings plans and budget of each employee, to guarantee that they achieve economic well-being.
- Financial education: personalized conversations and one-on-one coaching with our Financial Elements technique.
INDIVIDUALS
- We guide you in defining your personal retirement plan, saving for your children’s college, establishing a family budget, and achieving optimal financial management.
- We are your financial advisor so that you can fulfill your purposes: be it investing, starting a business, starting a business, buying a property or traveling.
- We go together with you on the road to financial health
WHAT IS FINANCIAL WELLNESS?
Economic well-being is what is achieved when you enjoy good financial health.
Financial health, for its part, is achieved through good management of the personal, family or business economy to be able to face unforeseen events and achieve goals.
According to the Center for Financial Services Innovation (CFSI), there are indicators that allow diagnosing the state of a person’s financial health:
- Spend less than you earn
- Pay bills on time and in full
- Have enough savings
- Have a sustainable level of debt
- Have a healthy credit history
- Have adequate insurance
- Plan expenses for the future through a budget
At Retirement Partner Advisors we can help you improve these indicators and enjoy economic prosperity.
Transform your finances with RPA