Companies to Provide Innovative Financial Planning Benefit For Workers

Financial concerns can cause an onslaught of issues ranging from lowered production at work - to depleting health due to financial stress.

In an effort to thwart this epidemic companies have searched and found an alternative benefit solution which addresses the many needs of the sometimes not so financially savvy.

Financial Action, Inc., a full service financial planning and investment advisory firm, has developed a financial education program that allows employees to have access to CERTIFIED FINANCIAL PLANNER™ professionals and Registered Investment Advisors.

“Traditionally the fees and schedules of Financial Planners have not been convenient and have left little room for the busy working class to receive this much needed advice. With the development of Financial Action these problems are obsolete,” says President, Shane Squibb CFP® and president of Financial Action, Inc.

“We wanted to find a way to reach more people at a reasonable cost without sacrificing the quality of the planning process,” says Squibb.

By combining financial workshops, phone-based financial coaching, in person financial planning sessions, and online content and tools to deliver personalized ongoing financial planning programs, the Financial Action team of planners and advisors are able to advise and educate clients in any situation and from any location.

“In today’s world the ability to plan and ‘stretch the dollar’ is going to be a necessity,” says Squibb. “What Financial Action offers is an environment for the client, whether a novice investor or an experienced trader, to receive financial planning advice from industry professionals with experience in all different disciplines of the financial industry.”

“Financial Action advisors are all CERTIFIED FINANCIAL PLANNER™ professionals or Registered Investment Advisors who are employed by Financial Action,” said Squibb.

“Our planners and advisors have only one duty, and that is to provide planning strategies along with financial education tailored to individual situations. This allows us to truly offer unbiased advice to our clients – because they know we are not trying to sell them anything,” says Squibb.

This innovative financial planning benefit has sparked the interest of a vast majority of companies from various industries. These companies have found that by providing a comprehensive financial education program, they can help their employees unravel the confusion over their benefits and through education, enable them to take action for a secure financial future.