Your company already pays for benefits. A 401(k), maybe a match, group life, maybe disability. What you almost certainly don't have is a single person your employees can call to explain how any of it works, or how it connects to the old 401(k) from their last job, the pension nobody understands, the life insurance they'll lose the day they leave, and the estate plan they've never made.

That gap is what Your Retirement Concierge™ closes.

In 45 minutes we'll cover:

What your team already has and where the coordination is missing
The specific questions your employees are asking HR that HR can't answer
How the retainer model works — flat monthly, per company, not per employee
Whether a 90-day pilot makes sense before you commit to anything longer
Your own picture as the owner: exit, key person, buy-sell, and estate

What this call is not:

This is not a benefits broker pitch and I am not trying to replace your 401(k) provider, your payroll platform, or your existing broker. Nothing is sold to your employees on this call, and no product is presented to your team unless an individual employee asks for it later, privately, on their own initiative.

Investment (so there are no surprises):

Starter — up to 50 employees — $1,500/month
Growth — 51–200 employees — $2,500/month
Enterprise — 201–1,000+ employees — $4,000/month

Per month, not per employee. Unlimited sessions. Month-to-month, cancel anytime. 90-day pilot available at the Starter rate.

Please bring: a rough headcount, your current benefits summary if you have it handy, and the one employee-money question you're tired of being asked.

No obligation, no follow-up sequence you can't get out of. If it isn't a fit I'll tell you on the call.

— Jessica Wade, YWAIT Wealth Management 619.815.8811 · jessica@ywaitconsulting.com

Your Retirement Concierge™ is a financial coordination and education service. It is not investment advice, securities management, financial planning subject to registration, or an ERISA fiduciary service, and YWAIT Wealth Management does not serve as a plan fiduciary, plan administrator, or benefits broker. Jessica Wade is licensed as a life and annuity producer in Arizona and more than 30 additional states. Insurance and annuity products, if any, are separate from this service and are placed only at an individual employee's request. No individual employee information is shared with the employer.

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619.815.8811

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https://ywaitconsulting.com/

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