I’ll help you build a personalized financial security plan. Financial security planning is about more than just retirement planning – it’s about building a financial strategy that considers your immediate needs and your long-term goals and dreams.
With more than 20 years of experience, specializing in group benefits and risk management, Denise Ropp offers clients a solutions-based approach to financial security planning. An extensive background in human resources has fostered Denise’s unique perspective on the employee / employer relationship and the role of group benefits.
Group benefits are typically put in place for the primary goal of helping to recruit and retain competent, competitive staff. Denise assists businesses in implementing a solid, cost-effective group benefits plan that will aid in the recruitment and retention of great staff without compromising the financial goals of business owners. Her background helps ensure sensitivity to business owners and their desires for an income, and a succession plan.
An unbiased review of your current group benefits including health and dental coverage, disability insurance and a wellness program is a good place to start. Denise is happy to provide a complimentary review and recommend improvements, if any are required.
For a comprehensive review of your current employee benefits plan or assistance with implementing a new program, please contact Denise at your earliest convenience.
When specialized expertise is required, I have access to a team of professionals associated with Freedom 55 Financial. They specialize in tax, law, accounting, investments, insurance, group benefits, mortgages and financial security planning.