Help Your Employees
Take Control of Their Money
(and become happier, more reliable and more productive employees in the process)
The Wealth Health Employee Benefit package is a low-cost, easy-to-implement program that combines cutting-edge technology with professional, fiduciary financial advice. Give your employees the tools they need to take control of their money, reduce debt and improve their overall Quality of Life.
Less Financial Stress at home means employees who are more focused, happier and able to contribute more time and energy to their work.
All of this for just $25 per month per employee!
Team Members Get
Great Technology Tools
Wealth Health Index
Identify and Address
Financial Stressors.
Track Progress.
Cash Flow Hydrant
Monitor Cash Flow & Spending without Pain, Sacrifice or Self-Discipline.
Advizr Planning Portal
All your financial info in one place. Plan for large purchases & goals.
Riskalyze Portfolio
Manage investments in alignment with long term plan and your risk profile.
Professional Analysis & Advice
Cash Flow / Debt
Goals / Large
Purchases
Saving
Insurance
Investing
Retirement
Wills & Trusts
Lifetime Legacy
Simplify
Control
Track
The Employer Gets
Your team members will be more in control of their personal finances and less stressed about money. They will naturally be better focused, more productive at work and happier.
We take care of everything from enrollment and setup to tech support for our software tools and meetings with our fiduciary professionals on the employee’s time (not yours) plus additional educational resources. All of this is done without product sales or conflicts of interest and for a cost of just $25 a month per employee.
The Legal Stuff:
ALTUS Wealth Solutions is a Virtual Registered Investment Advisor firm, registered with the State of California and created in late 2007 (proof that market timing is not our specialty – then again, nobody can time the market). ALTUS Wealth Solutions is NOT affiliated with any broker or dealer. We provide financial planning and investment management services for a fee, are not paid to make any specific recommendations and do disclose any and all conflicts of interest with the advice that we give.
John Buerger is the founder, owner, Chief Investment Officer, financial planner … and currently everything else in a one-person Registered Investment Advisor firm. The advantage is you get to work with the person actually making the investment decisions, not a salesperson serving up ideas from someone else in New York who doesn’t even know you. John is a CERTIFIED FINANCIAL PLANNER™ professional with a BA in Economics from Middlebury College and a Masters of Science in Financial Services (MSFS) from the American College in Bryn Mawr, PA.
John adheres to the fiduciary standard of care, makes every attempt to do whatever is in the clients’ best interest and put those interests ahead of his own.
