Financial Essentials, LLC
Teaching Personal Financial Planning Skills
Unbiased Education - Not Sales
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Your members need your help!
A recent article in the LA Times was very critical of the way unions are helping their members save for retirement. Our company, Financial Essentials, can solve this problem in a cost-effective manner. We are a team of licensed, certified financial professionals who are not affiliated with any financial institutions and do not sell any products. Because of our independent status, we educate your members on “the good, the bad, and the unknown” of the financial products offered to them through your financial providers.
Unbiased financial education has been shown to:
Increase participation in provided benefit plans
Reduce absenteeism
Increase productivity
Reduce time spent at the workplace dealing with financial crises
Increase job satisfaction
Increase job performance ratings
Help make better financial decisions
In order to introduce our company to you, we would like to offer you and your members a FREE Introductory Workshop. Please contact us for details.
Unions

Cheryl L. Bernstein, CFP
Wendy I. Morgan, CPA

