Supporting individuals and the community by promoting better understanding of current financial conditions and providing ideas maximizing their career, savings, and investment goals to ensure a comfortable lifestyle.
- Resume Writing
- Cover Letters, Bios
- Functional Planning
- Tailored Savings Plans
Translation Services – Document, Phone, and In Person Translation
Savings, Education, & Expense Acceleration, Section 179, Increasing Mortgage Interest, SEP’s, IRA’s, Benefits of Leasing Auto vs. Purchasing, In-Shore Strategies.
Quarterly Reconciliations, Reports Analysis, Previous Data Comparisons, Trends & Forecasting Advisory, Process Returns.
Workplace Financial Seminars
Retta & Co. affords employers informational financial seminars to help HR, Employee Moral, & Retention efforts by educating on due diligence in understanding their personal financial conditions.
Keeping proficient employees content and providing an optimistic future outlook are a critical retention factors for any successful business. Satisfied employees are ones who feel financially secure, and who understand and appreciate their value and related company benefits. However many people today did not acquire the skills required to manage their finances in a manner necessary to survive unstable periods and reach a comfortable retirement. Basic financial acumen has been consistently avoided by early learning institutions. Most employees sincerely appreciate help with such critical skills as money management, budgeting, and college and retirement planning.
As a solution for any size business, Retta & Co offers brown bag workshops providing advice and helping people find solutions to savings woes, debt risks, and overall financial outlook while working with employers to survey & identify fiscal training that best meets collective company and employee goals.
What’s in it for Employers?
- Improved employee morale and loyalty.
- Improved workplace productivity.
- Lowered employee stress and absenteeism.
- Greater utilization of employer-sponsored savings plans.
- Fewer requests for pay advances and 401k loans.