Experience your employees
can count on.
Company-Sponsored Financial Planning Services
Empower all of your employees, including middle management and C-suite executives to "know their numbers." Our comprehensive and customized financial counseling services integrate company benefits and compensation strategies with your personal financial life.


Working with Touchstone Wealth Partners, you can benefit from:


Advice for each area of your financial world
  • Understanding your company compensation and benefit plans
  • Clarifying short- and long-term financial goals
  • Creating a long-term financial plan for your retirement, estate, taxes and cash flow
  • Determining insurance coverage needs
  • Developing an implementation plan
  • Employee-sponsored fee-based financial planning
Better communication with your employees
  • In-person meetings
  • Conference calls
  • Educational group meetings and webinars
  • Online financial planning tools





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