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.
Welcome to J Donovan Financial
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 your 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!
"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."
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"92% of employees indicated that benefits are important to their overall job satisfaction."