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Work Benefits

In order to help your team members make the most of their workplace benefits we can provide an educational experience design specifically for your group’s needs. Benefit packages can be complex which can make it challenging for employees to understand how to make the best decisions and how to integrate their benefits to best support their financial needs. Navigation Group partners with employers to provide advice and education to employees on the benefits offered to them, including retirement, health and welfare, insurance, and equity benefits. The advisors at Navigation Group provide employers with:

  • Advisors knowledgeable on the employer’s benefits and equity compensation
  • Workshops and meetings about financial topics relevant to the employer’s benefits package
  • Discounts on Fee only financial planning for your employees and their families

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