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Experience the Difference

Providing financial education and individual consultation to employees and other interested groups, through informative and relevant workshops that drive participants to plan for their future.

WELCOME TO THE PCRG EDUCATION RESOURCE!

The Financial Education Resource provides professionally designed workshops for business owners, employees, and community groups. We have workshops designed for employees and community groups, and seminars specifically designed for business owners. All presentations are facilitated by experienced, well trained, financial advisers.

During times of economic uncertainty, people recognize the need to make sound financial decisions to improve their fiscal well-being and prepare for the future. To meet this need, broad financial education has become a desirable benefit that employers can provide for their workforce. We help educate participants on a variety of financial topics.

Potential Employer Benefit:

  • Increases participation in employer sponsored benefit programs
  • Educates employees on basic financial concepts and advanced strategies
  • Positively impacts employee morale and productivity
  • Proven to reduce costs associated with employee absenteeism
  • Becomes a valuable recruiting and retention tool
  • Meets regulatory guidelines and reduces ERISA-related liability

Potential Employee Benefit:

  • Improves overall financial well-being
  • Increases confidence in making financial decisions
  • Improves understanding and participation in employer-sponsored benefits
  • Reduces stress and worries about finances in general
  • Better prepares them to realize long-term financial dreams and goals

Our Mission

Providing financial education and individual consultation to employees
and other interested groups, through informative and relevant
workshops that drive participants to plan for their future.

Services

We create strategies tailored to your goals.

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Independence

Without any conflicts of interest we put your needs first.

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Trust

We enjoy building trusted relationships that span generations.

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