Financial EAP Support

A retirement clarity™ resource designed to support your team with simple guidance, confident decisions, and a trusted retirement clarity™ coach they can reach whenever questions come up.

Your employees deserve a place to get clear answers about their retirement options without stress, confusion, or pressure. The Financial EAP gives your organization, and each employee on your team, a dedicated retirement clarity coach - at no cost - so your team always has someone they can lean on for direction, understanding, and support.

  • It’s a supportive retirement clarity™ resource your employees can turn to anytime they need guidance through our employee assistance program. Each staff member receives access to a dedicated Retirement Clarity™ coach - complimentary - so they always have someone they can lean on for clear direction.

    • Clear, plain-language explanations of retirement plans including 403(b), 457, 401(k), IRA, Roth IRA, rollovers, and related options

    • Support understanding existing and former retirement accounts

    • Help reviewing employer benefits without pressure or confusion

    • Guidance during job changes, life transitions, or retirement decisions

    • A safe, judgment-free space to ask questions

    • Access to a dedicated retirement clarity™ coach who supports confident decision-making

    • HR receives fewer retirement and benefits-related questions, freeing time and reducing administrative burden

    • Employees make clearer, more confident decisions without relying on HR for financial explanations

    • Staff feel supported during transitions such as onboarding, job changes, and retirement planning

    • The organization offers meaningful support without added cost, pressure, or sales programming

    • Workplace trust and financial confidence improve across the organization

  • • They can schedule a private clarity session anytime
    • Sessions can be virtual or onsite
    • They receive personalized guidance based on what they need
    • Follow-up support is always available

  • No. This is an educational resource that helps employees understand their retirement options so they can make informed choices. Any product or financial services conversation happens only through PFS Investments Inc., following full compliance procedures.

  • • Choose a time for a brief conversation
    • We discuss your staff needs
    • We create a simple communication plan
    • Employees gain immediate access to their retirement clarity™ coach
    • You become a district or business that truly supports staff financial confidence positively impacting your culture, your environment, and your employee retention

  • Schedule a conversation using the link below

BOOK YOUR FINANCIAL EAP™ SESSION