Fiduciary + Employee Benefits
Noun: fi·du·cia·ry | \ fə-ˈdü-shē-ˌer-ē , -shə-rē, -ˈdyü-, fī-\
Involving trust, one who obligates themselves to act on behalf of another and assumes a duty to act in good faith and with care, candor and loyalty in fulfilling the obligation: one (as an agent) having a fiduciary duty to another.
Real Communication, Transparency, Planning and Action. At J Donovan Financial we practice our past Fiduciary obligation- to act in the client’s best interest, as a previous FINRA SIPC Registered Investment Advisory and carry it over to the benefits marketplace. Fact is Most Agents will act as if they are a buyers agent, but get paid as sellers agent.
As an Employer your employee benefits are a top 3 P&L Expense. Do you have a financial plan to handle your renewals year by year? If you’re strategy has been wait until 45 days out and deal with what you’ve been given, It’s time for a new plan…
We’re here for you!
Curated articles, videos, and more for a more financially savvy you.
A transparent process, proposal and benchmarking - including fees and commissions.
Can your employees access their benefits the way in which they prefer?
Non-Insurance solutions to communicate and administer benefits with your Staff.
ACA Reporting, Form 5500, COBRA, Wrap documents
We're Here For You
"92% of employees indicated that benefits are important to their overall job satisfaction."
"Approximately half of employees don't understand employee benefit materials."
"Over 50% of employees say they can’t access their benefits in the way they prefer."