Carminucci Workplace Solutions is an exciting new service offered to local business owners

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Carminucci Workplace Solutions is an exciting new service offered to local business owners by Carminucci Wealth Management.

Our Goal is Helping Your Employees Reach Theirs

As a business owner, if you offer your employees a 401(k) plan, you have a fiduciary responsibility to provide active financial education for your employees. Many companies – and their 401(k) provider – often fall short. We can help.

With Carminucci Workplace Solutions as your partner, we can offer the financial education, planning and retirement services your employees need – with no cost to you – the employer.

Financial Planning and Advice is not One-Size-Fits-All

Employees need programs and advice for their lives today and through retirement. We will work individually with your employees to provide guidance on setting financial goals, managing debt, buying a home, saving for education, retirement, and legacy/estate planning. As fiduciaries, our guidance and recommendations are crafted in the employee’s best interest and ongoing collaboration ensures plans adapt to each employee’s evolving needs with access to a full range of investment options.

Insurance products that enhance your benefits package

Employers today are facing a real challenge – managing the rising cost of employee benefits while still offering the products and services that address the needs of employees.

With Carminucci Workplace Solutions as your partner, we can offer supplemental insurance benefits that address the full suite of employee needs with no direct cost to you – the employer.

We have established relationships with the top-rated insurance providers to enable us to offer a full range of insurance products to enhance your current employee benefits plan. We can present a variety of supplemental insurance products, so your employees are able to protect what matters most to them – their health, family, and property. And since we manage the supplemental benefit options (in conjunction with your company’s payroll services), there is no administrative burden for your team.

Help Your Employees Maximize Their Returns

You know the saying: “It’s not what you earn, but what you keep.”

With Carminucci Workplace Solutions as your partner, we can provide personalized tax services and strategies to help your employees keep the most of their hard-earned income. We can also support your employees with one of our Enrolled Agents who can prepare complicated tax returns, help with tax audits, and represent the employee in IRS appeals.

If you are interested in learning more, please reach out to Mike Carminucci at (914) 617-8780 or mike@carminucciagency.com today.

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