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Do More to Protect Your Greatest Assets

To stay competitive and attract top talent, simply put: it’s Wiser to provide an appealing benefits package. Our experts at Wiser Financial Group have access to employer-sponsored plans to enhance your existing pension and retirement programs. We can provide small and medium-sized businesses the ability to supplement current employee benefit programs with the following:

  • 401(k) Plans
  • Money Purchase Plans
  • 403(b) Plans
  • Simple IRA
  • Financial Planning

Financial Planning as an Employee Benefit

Many employers think they’re doing enough by offering retirement and investment benefits. But, often employees find these plans confusing and complicated. And, ultimately they don’t get the most out of them because they don’t know how to invest. By adding financial planning services to your package, you can provide a benefit on top of their benefits. This popular service can include professional financial planning as well as financial education and advice—all given by our knowledgeable team at The Wiser Financial Group.

To learn how the professionals at The Wiser Financial Group can help you plan for valuable employee programs, please call us at (269) 372-1430, (800) 292-1472 or complete the online contact form.

Meet Your Employer Advisors

  • Wesley Lentz

    Wesley Lentz

    Managing Partner, Financial Advisor, CFP®, J.D.

Meet the Wiser Advisors

Everyone who comes through our doors has their own financial story. We’ll take the time to find a Wiser Advisor for you who has the right expertise to respond to your unique needs.