Employee Financial Planning

“Our Blue Trust advisor has guided us in our journey by helping us look at money from a biblical worldview. He has helped us make smart decisions regarding our finances and has coached us through how to protect our assets, advised us in future investments, helped us achieve our personal goals, and magnified the gifts God has entrusted us to give freely and joyfully.”

– Chad & Erica M. *
Newport Beach, CA

Commit your works to the Lord and your plans will be established.

Proverbs 16:3

Financial Wellness Solutions for Everyone

It’s crucial for individuals to make informed choices to reach goals for their future, which is why employees often benefit from professional guidance on their retirement plan investment choices. It’s also important how those choices integrate with other decisions.  Our holistic approach to financial planning helps individuals and their families make intentional decisions that can lead to clarity and confidence around their finances.

Principles of Financial Stewardship

We focus on educating participants regarding key biblical principles of financial stewardship. After participants evaluate their financial situation, we deliver personalized recommendations and action steps that participants can apply to their own situation. We also educate them on a framework for the management of their personal financial resources as they move into the future. In addition, participants have the option to engage us for additional personal financial planning at a discount from our normal retail rates.

We believe this service increases your ability to retain key staff and can help solidify your value proposition to employees.  It does this by providing a solution that is directly aimed at strengthening their overall financial situation on a personal basis, leading to happier, more productive employees.

Our Employee Financial Planning Advisory Services are designed to help participants answer two questions:

  • Are you appropriately allocating your assets and liabilities across all of your investments (not just your retirement account) and investing in an appropriate sequence?
  • Are you on- or off-track (saving too much or too little) as you work toward saving for the future?

For our Employee Financial Planning participants, we offer:

  • Clarity about their current financial situation
  • Clearly defined financial goals
  • Personalized recommendations
  • Action steps they can take to improve their overall financial situation

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Trust and investment management accounts and services offered by Blue Trust, Inc. are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, nor guaranteed by any bank or bank affiliate, and are subject to investment risk, including possible loss of the principal amount invested. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, and CERTIFIED FINANCIAL PLANNER™ in the U.S.
*The client’s experience may not be representative of the experience of other clients and is also not indicative of future performance or success.
**All financials are as of 12/31/23 and subject to change.
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