A Wealth of Financial Solutions
for Every Employee
Impactful advice and comprehensive guidance, our custom workplace solutions are designed to support employees at all career stages.
Do I Need a Financial Advisor?
93%
of leaders believe employers should offer financial resources that are unbiased and have employees’ best interests in mind
50%
of C-suite executives don’t fully understand their compensation and benefits packages
89%
of leaders believe employees’ financial stress hurts engagement and productivity at their company
A Tailored Approach to Enhancing
Financial Well-Being at All Career Stages
Our workplace solutions are designed to balance the distinct needs of your HR and Benefits teams, senior leaders, and employees, ensuring that every benefit-eligible employee, whether at the start of their career or nearing retirement, has access to personalized financial advice.
Executive Financial Counseling
Your compensation and benefits offerings are a talent retention necessity and, arguably, your executives’ largest source of wealth creation. Executive Financial Counseling helps your senior leaders fully realize these benefits and boost your ROI in the process.
Beneficiary Financial Counseling
When an employee dies, the greatest gift you can give their family is care and support. Our Beneficiary Counseling Services help beneficiaries navigate the financial challenges that arise after the death of a loved one, helping them adjust to their “new normal.
Executive Financial Counseling for Individuals & Families
The financial life of an executive is complicated, and coordinating all the elements takes time. We serve as your personal CFO, providing a more efficient and simpler way to manage your growing wealth.
Financial Wellness Coaching
Your employees’ financial stress can have a cascading effect on absenteeism, morale, and productivity. Our comprehensive financial wellness coaching helps alleviate this stress, enabling employees to focus on their responsibilities at work.
Personal Financial Planning
Financial well-being is deeply personal. We recognize that the financial complexities faced by employees vary, often less intricate than those of executives. Our Personal Financial Planning services are specifically tailored to evolve with the unique needs of your employees, ensuring they are well-equipped for both career progression and retirement planning.
Retirement Readiness
Employees approaching retirement often have unique needs and planning questions. We offer personalized consultations designed to proactively review transition plans and address any questions surrounding company benefits. Our financial experts are committed to guiding your employees through both short-term and long-term financial objectives, offering peace of mind as they transition into a fulfilling retirement.
The Employer’s Strategic Advantage
Mitigating Risk
Executives have many company procedures, regulatory policies, and tax law compliance issues to navigate. We apply a comprehensive strategy to mitigate the reputational, legal and financial risks associated with these requirements.
Proactive Data Reporting
We monitor essential metrics to align with your employees’ needs, enhance engagement, and demonstrate return on your investment. Expect reports with strategic review sessions to you can understand how your employees are engaging with our service.
Enhancing Employee Transitions
We collaborate with HR teams to streamline and enrich the onboarding and offboarding experience. We minimize administrative burdens by smoothly integrating benefits for new or promoted employees and offer thoughtful financial guidance during voluntary and involuntary departures. This approach not only elevates your brand’s reputation but also underscores your dedication to supporting your employees, ensuring seamless and well-handled transitions at every stage.
Maximizing Value in Compensation and Benefits
Serving as an extension of your HR team, we aid in boosting employee retention by showcasing the full scope of your company’s compensation and benefits, while making certain these advantages are incorporated into their overall financial strategy.
Let’s Collaborate with Us!
Whatever you want to do, do it without limits with GestInvest.
To find out more about investing with us and the long-term perspective we bring please get in touch with our team.
