20% OFF Wealth Discussions & Inspections
At Whisper Wealth Builders, we recognize the significant impact that financial well-being has on employee performance and satisfaction. Introducing Workers Wealth® – a dedicated service crafted to empower small business employees to take control of their financial futures.
What Workers Wealth® Offers:
Personalized Financial Roadmaps: Customized plans that consider each employee’s individual goals, financial situation, and future aspirations.
Holistic Financial Guidance: Comprehensive support covering budgeting, debt management, investment strategies, and retirement planning.
In-Depth Financial Analysis: Thorough reviews of savings, investment portfolios, insurance coverage, and tax efficiency.
Empowering Financial Education: Educational resources, workshops, and personalized guidance to enhance financial literacy.
Ongoing Support and Guidance: Continuous monitoring, regular check-ins, and updates to financial plans to ensure alignment with goals.
Why Choose Workers Wealth®?
Boost Employee Satisfaction and Loyalty:
By offering Workers Wealth®, you provide your employees with access to personalized financial planning, fostering a supportive workplace culture that prioritizes their financial health and well-being. Happy, financially secure employees are more engaged, productive, and loyal.
Attract and Retain Top Talent:
In today’s competitive job market, standout benefits can make all the difference. Our comprehensive financial planning services give you a competitive edge in talent recruitment and help retain high-quality employees by addressing their unique financial needs.
Enhance Productivity and Reduce Stress:
Financial stress is a leading cause of distraction and reduced productivity at work. Our holistic financial guidance and ongoing support help your employees manage their finances effectively, leading to reduced stress and a more focused, productive workforce.
Exclusive, Tailored Support:
We limit our services to select employers in Chicago and Dallas, ensuring that each employee receives personalized attention and tailored financial guidance from our Certified Financial Planners™.
2025 Workers Wealth® Pricing:
$2,500 Implementation Cost
$1,499 - Monthly (Up To 12 Employees)
$105 Per Month For Each Additional Engaged Employee
Comprehensive Benefits for Employees:
Advisory Price Lock Guarantee
6-8 Consultations in the first 12 months
Consultation Recap Emails
Quarterly Meetings Starting Year 2
Net Worth Calculation
Income/Expense Analysis
Saving and Investment Projections
Life Insurance Funding Analysis
Estate Planning
Text Messaging with Advisor
Monthly Newsletter
Substantial Advantages for Employers:
Enhanced Employee Satisfaction and Loyalty
Competitive Edge in Talent Recruitment
Reduced Employee Stress and Improved Productivity
Potential for Tax Benefits
Lower Turnover Rates
Positive Company Culture
Customized Financial Planning
Increased Employee Retirement Plan Participation
Improved Business Reputation
Why Whisper Wealth Builders?
We surpass traditional 401(k) plans by offering a suite of financial planning services tailored to your employees' unique needs. Our Certified Financial Planners™ are dedicated to helping your team achieve financial security and success. By choosing Workers Wealth®, you're investing in your employees' futures, creating a more motivated, engaged, and loyal workforce.
Take the next step in enhancing your employee benefits. Discover how Workers Wealth® from Whisper Wealth Builders can transform your workplace. Contact us today at info@whisper-wealth.com.