S.E.E.R. Program
Simplified Employee Educational Resources—Built for Today’s Workforce
In today’s complex financial world, employees crave real answers—not just online articles or generic advice. The S.E.E.R. Program by BFS Platinum delivers expert-led education straight to your workplace, helping you fulfill your fiduciary responsibilities while building a more confident, loyal team. Offered free of charge to employers and employees, S.E.E.R. is designed for busy HR leaders who want to offer meaningful benefits with zero hassle.
A Structured Approach to Employee Financial Wellness
- Quarterly Educational Seminars: Interactive sessions on retirement planning, budgeting, debt management, and other essentials—delivered on-site or virtually.
- Personal Financial Counseling: Employees can meet one-on-one with our financial experts, receiving unbiased answers to their unique questions.
- Personalized Financial Roadmaps: Every participant receives a custom “roadmap” to help them take the next steps toward their financial goals.
- Access to Expert Network: When deeper questions arise, our Virtual Family Office brings in advanced expertise—covering tax, legal, insurance, and business planning.
- No Sales Pressure, Ever: Our team never sells products or services; we’re here only to educate and support your staff.
Benefits for Employers and Employees
For EmployerS
Meet your fiduciary obligations with an easy, plug-and-play benefit. Companies using S.E.E.R. often see higher morale, improved retirement plan engagement, and reduced liability.
For EmployeES
Gain financial confidence, retirement readiness, and personalized answers to pressing questions—resulting in less stress and greater loyalty.
For HR Teams
Minimal effort required. BFS Platinum handles all scheduling, materials, and expert access, letting you focus on your business while your employees benefit
What makes Seer different
Help Your Employees Take Control of Their Financial Future
Unlike generic online resources, S.E.E.R. provides real, personalized, in-depth answers, customized to your employees' specific financial questions and needs. For even greater, more focused insights, our on-site expert can take advantage of the wide-ranging knowledge of our Virtual Family Office – a team covering the full spectrum of financial expertise. Any further consultation with our team would occur strictly outside of work hours, with no sales pressure.
