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Wealth Control Advisors
Rosenheim Financial Services
60 William Street, Suite 200
Wellesley, MA 02481
781-263-4568 MA telephone
781-235-8890 private fax
8451 Egret Lakes Lane
West Palm Beach, FL 33412
561-691-1380 FL telephone
info@wealthcontrol.com
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Employee Benefits
Employee benefits, including Group Medical, Group Dental, Group Life, Group Short Term Disability, and Group Long Term Disability Plans, require management. Wealth Control Advisors located just outside of Boston, Massachusetts and West Palm Beach, Florida works with your company to cost effectively AIM (Audit, Integrate, and Manage) meet your employee's needs. For more information, contact us online or call us at 781-263-4568 at our Wellesley, MA office or our West Palm Beach, FL office.
As your company grows, so will your responsibilities. Having a collaborative team continually working with you, enables you to control your money and wealth more effectively, so you can focus on your business.
We realize that a company's most valuable resources are its employees. Ensuring that your employees are rewarded for their efforts is critical and often incorrectly implemented.
Wealth Control Advisors examines the following issues and others to help you attract and retain key talent.
Employee Benefits
The most generous benefits may not be the right ones. We work with owners, boards, and top officers to clearly define the employees' needs. We then design comprehensive plans to help assure that company programs are optimized for both impact and savings, and address the real needs of employees.
The results are better budgets, happier employees, and healthier companies.
Employee Compensation Consulting
Additionally, we also design strategic solutions for tax-deductible compensation of executives and other profit generators to help employers attract and retain top-performing individuals.
Lastly, we also serve businesses by assessing their retirement plan designs to help determine if they need to provide an additional layer of benefits (SERP-supplemental executive retirement plan) or to modify company-sponsored qualified retirement plans. See Retirement Plan Investment Management. See Retirement Plan Investment Management.
You can read about our comprehensive Tailored Services, or Case Study 6: Midsized Company Benefit Plans for an example of our work.
To learn more about our business services, call us at 781-263-4568 or email us.
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