Prosper Financial Wellness
Finding the optimal retirement plan is becoming an increasingly challenging yet significant endeavor for businesses. It’s a choice that not only has a direct impact on the financial stability of your employees but is also a reflection of how attentive and empathetic your company is to their overall well-being.
Prosper from Sanderson Wealth Management is a progressive, mutually beneficial approach to employer-sponsored retirement plans—one that helps employees gain greater confidence in their financial journey.
Long-term planning, short-term impact.
Whether retirement is on the horizon or decades away, financial wellness is always on the minds of employees. In fact, 60% of individuals in a workplace study reported that personal finances were their primary source of stress, which can have immediate ramifications on their physical and mental health as well as job performance.
Prosper is uniquely designed to give employees a higher level of education, control, and insight regarding their retirement readiness decisions. Knowing that their long-term financial plan is on the right track can mitigate stress and anxiety so they can better focus on the tasks at hand.
Trusted guidance every step of the way.
Combining sophisticated investment strategies with client-centric service, Prosper provides employees—and their families—with a supportive retirement planning experience.
We work with each client to discuss their individual circumstances, goals, and risk profiles before making investment recommendations to maximize retirement savings.
WITH PROSPER, EMPLOYEES CAN TAKE ADVANTAGE OF:
Unbiased advice – Our experienced wealth advisers provide independent, research-driven guidance based on established investment principles.
Convenient online access – Employees can log into an intuitively designed portal to view their current and projected financial picture.
Consistent support – We provide responsive service to all employees, regardless of tenure, portfolio size, or how close they are to retirement.
On-going education – Retirement planning can be a vague, confusing process; we provide employees with tools and resources for all stages of life.
Benefiting the bottom line.
Employer-sponsored retirement plans are often viewed as a necessary burden and cost of doing business. However, people-first companies can leverage Prosper as a valuable tool to attract, reward, and keep talent. By improving employee satisfaction, retainment, and productivity, Prosper can play a positive role in your company’s success and growth.
Prosper is also designed to simplify the administrative process. Taking a partnership approach, our experienced team handles onboarding, support, employee education, and more. Plus, as independent advisers, we already take pride in upholding a fiduciary responsibility for our private clients, so we’re prepared to share this responsibility with your organization’s 401(k) committee.
Prosper is backed by the highly experienced and credentialed team at Sanderson Wealth Management. As a boutique wealth management firm based in Buffalo, New York, Sanderson has been provided comprehensive financial services to individuals and families since 2001. Through Prosper, we are excited to bring our refined investment strategies and collaborative approach to help businesses employees reach their financial goals.
Put our experience to work for your company.
Schedule a consultation to learn more about Prosper Financial Wellness.