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Helping Diligent Advisors Ensure They're On The Right Planning Path

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Planning Opportunities: Employer-Provided Benefits

May 18, 2022
Resource Additions

Employer-provided benefits are a critical component of any financial plan. However, making benefit elections can be complicated. The good news, though, is that financial advisors can help clients coordinate their benefits with other areas of their financial plans. 

Help shepherd your clients through this important conversation and introduce the “What Issues Should I Consider With My Employer-Provided Benefits?” checklist. Whether your clients are starting a new job or are electing a benefit change, your advice will bring clarity and purpose to the decision-making process. 

Prepare Your Clients For The Conversation

The process of selecting benefits can be daunting. However, you are in the position to make it a little less overwhelming when you review this checklist with your clients. They’ll feel empowered when they better understand:  

  • Employer-sponsored retirement plans. 
  • Medical insurance, life insurance, and disability insurance.
  • Employer benefits and how they coordinate with savings, fund-sourcing, and tax planning needs.
  • Employer-sponsored benefits’ impact on the total financial plan.
Improve Your Value.

The “What Issues Should I Consider With My Employer-Provided Benefits” checklist adds value to the financial planning process. When you coach your clients about benefits (e.g., FSAs, HRAs, and HSAs, to name a few) that are intertwined with complex tax-planning issues, you’ll provide a deeper level of planning that keeps your client relationship solid, even when the markets are topsy-turvey. 

Not yet a member?

We can help you with that. Check out the three levels of membership and select the one that moves you closer to your goals. Oh, you prefer a more personalized experience? Then register to join our team for a 30-minute live demo. It’s your opportunity to ask all the fpPathfinder questions that are on your mind and get them answered on the spot! 

Schedule A Live fpPathfinder Demonstration

 

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What Customers Are Saying About Us

Hundreds of other advisors are actively using fpPathfinder. Read what those lovely people have to say about us.
“It's hands-down the best collection of client-facing resources I've found anywhere. The checklists are amazing too, to make sure I'm not forgetting anything in a review.”
— An advisor in Kentucky
“I just utilized one of the Roth flowcharts live on the phone with a client. It worked perfectly!”
— Rick, a financial advisor
“fpPathfinder has been critical in my execution of financial planning. They provide well thought resources for when clients face specific problems, and I use them over and over again.”
— Roger Whitney, CFP®️, CIMA®️, CPWA®️
“Thanks for having all of these so conveniently put together. We were working on many of these for years, but often could not find the time to keep them updated. This has been a blessing to our firm. ”
— An advisor in Texas
“I really love the concept of fpPathfinder because I spend so much time reinventing the wheel when communicating planning concepts to clients. Moreover, the flowchart format can be used time and time again to produce consistent results.”
— Kevin P, an advisor in Illinois
“I can’t tell you how much I appreciate the Flow Charts you are providing. Helps me feel a little less crazy as an advisor.”
— Tami C, an advisor in Colorado
“I just met with a client who had a question regarding her eligibility for Social Security benefits. We went through the flowcharts answering each question and following the lines. She looked at me and said 'This is great, it was so much easier to use this than trying to go through all the literature that Social Security offers. Thank you so much.'”
— Ben G, an advisor in Wisconsin
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