We’re excited to share that our Senior Wealth Advisor, Christine Parisi, was recently featured in a Long Island Business News article titled, “Financial Advisors Offer Tips on Examining Employee Benefit Changes.” The piece was written by Ed Moltzen, and highlights the steps employers can take to optimize benefits for their employees and enhance long-term stability.
Christine provides valuable insights on optimizing employee benefits, especially with year-end reviews approaching. She emphasizes the power of hosting educational workshops and the importance of a thorough financial review to set up for a strong future.
Click here to read the full article.
If you would like to speak with our team of CERTIFIED FINANCIAL PLANNERTM (CFP®) professionals, we would be happy to show you how our financial planning process can help you stay on track and achieve your financial goals. Please contact us for a complimentary discovery call at 631.218.0077. You can also send us a message directly.
R.W. Rogé & Company, Inc. is an independent, fee-only financial planning and investment management firm serving clients locally and virtually across the country, with Long Island, New York, and Beverly, Massachusetts office locations. R.W. Rogé & Company, Inc. was founded on a “client first” culture and proudly commits to acting in your best interest as a fiduciary. We have helped clients Plan, Achieve, and Live® the life they want since 1986. To learn more about how we do this, as well as our process, explore our detailed overview of services and approach.
