Vision Retirement improves their employer partnerships offering.
The RIA firm now offers a monthly subscription-based advice service for employees.
Press Release
Benefit can be Extended to Employees at No Cost to the Employer
RIDGEWOOD, NEW JERSEY (November 2020) –Vision Retirement, a leading retirement advice, planning, and implementation firm with offices in Ridgewood and Nutley, New Jersey, has announced the debut of its monthly subscription service. The service offers ongoing access to a Certified Financial Planner (CFP®) professional and is available to employees as they plan for retirement.
Available at no added cost to an employer or organization, the subscription can be an extra benefit to employees or members for peace of mind and confidence in making financial decisions. Priced at just $69/month, plan participants can set an appointment with their CFP® professional at any time, who can guide them through money and investment questions with advice and tools designed to better prepare them for the years ahead.
Founded in 2006, Vision Retirement is the very first retirement planning firm in Ridgewood and Nutley to introduce this type of subscription service. Research indicates that over 30% of an employee’s total compensation package is spent on benefits. Vision Retirement is proud to present the plan at no additional cost to a business and with simplified administration. Features include a customized investment roadmap, ongoing portfolio review, essentials checkup and cloud-based storage for tax returns, wills and other important files.
“When it comes to retirement, everyone has different goals, which is why we are accepting employees of any income and will work with them on their specific situation,” said Paul Muller, AEP®, CFP®, Founder and CCO of Vision Retirement. “We want to present them with the opportunity to worry about one less thing when they leave the office and ensure that their financial decisions made today do not adversely impact that of tomorrow.”
Vision Retirement is committed to the satisfaction of its clients. To ensure this, we offer a 100% money-back guarantee if an employee is not completely satisfied with the program. As a Registered Investment Adviser (RIA) with licenses in multiple states, we are proud to make this plan available to remote employees across the country. We understand the importance of flexibility, and our meeting options with a CFP® professional include video, phone, or in-person, accommodating the diverse needs of our clients. To learn more or to schedule a no-obligation consultation, click here.
About Vision Retirement
Vision Retirement is a retirement advice, planning and implementation firm with offices in Ridgewood and Nutley, NJ. Launched in 2006 to better help people prepare for retirement and be more confident in their decision-making, Vision Retirement’s mission is to provide clients with clarity and guidance so they can enjoy a comfortable and stress-free retirement. For more information, call 201-447-2212 or visit www.visionretirement.com.