Corporate
Services
The Problem
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Even with a good salary and benefits package, Employees can get overwhelmed with their finances. They don’t always know how to:
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Use their 401(k) effectively
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Manage debt vs. savings
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Plan for taxes and retirement
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Balance short-term and long-term goals
This stress leads to reduced productivity, higher turnover, and more headache on HR.
The Solution
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Employee Financial Consulting is a service where a fiduciary financial advisor works directly with employees, one-on-one to help them make smart financial decisions.
Employee
Financial Consulting
401k Consulting
As a 3(21) fiduciary advisor, C.S Wealth partners with businesses to strengthen and simplify their 401(k) plans. We provide:
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Ongoing investment monitoring
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Design and maintain your Investment Policy Statement (IPS)
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Benchmark fees and guide plan sponsors in fulfilling their fiduciary responsibilities.
Our role is to act in the best interest of both the company and its employees, ensuring your plan remains efficient, compliant, and valuable to your workforce. Giving you confidence that your fiduciary duties are being met.
