We provide comprehensive financial education and guidance tailored to every career stage, whether individuals are just starting out or are planning for retirement. Our approach centers around helping employees achieve financial wellness through understanding and utilization of their compensation and benefits.
We assist employees in enhancing their Financial Quotient (FQ), which represents their ability to acquire and manage finances by understanding how money works, asking targeted questions about their financial situation. By gaining a comprehensive understanding of their lives, we create a financial roadmap to help them navigate future challenges and meet their goals.
Components of a Financial Quotient:
Personal Financial Basics
Employee Benefits
Retirement & Life Planning
Investing Fundamentals
Insurance
Ready to give your employees the tools to understand their Financial Quotient?
Quotient Wealth Partners, LLC (“QWP”) is an SEC registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. The publication of QWP’s web site on the internet should not be construed by any consumer or prospective client as QWP’s solicitation or attempt to affect transactions in securities, or the rendering of personalized investment advice over the internet. This communication contains certain statements that indicate future possibilities. These statements are aspirational and QWP does not guarantee any success in the services it provides. As such, there is no guarantee that any views and opinions expressed herein will come to pass. Investing involves risk of loss including loss of principal. Past investment performance is not a guarantee or predictor of future investment performance.
A copy of QWP’s current written disclosure statement as set forth on Form ADV, discussing QWP’s business operations, services, and fees is available from QWP upon written request or through the SEC’s Investment Adviser Public Disclosure site at www.adviserinfo.sec.gov. QWP does not make any representations as to the accuracy, timeliness, suitability or completeness of any information prepared by any unaffiliated third party, whether linked to or incorporated herein. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. We are neither your attorneys nor your accountants and no portion of this material should be interpreted by you as legal, accounting or tax advice. We recommend that you seek the advice of a qualified attorney and accountant.
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