Enhanced Employee Benefits Program
Offering new ElderCare, Estate Planning and Financial Benefits
for Silicon Valley companies…
Nancy Norris
ECA, CSFP, CSA
ElderCare Advisor,
Chartered Senior
Financial Planner,
Certified Senior Advisor,
CA Insurance Lic# 0C49735
Phone: (408) 294-5390
Fax: 294-5379
nancy@norrisfinancial.net
Our mission: To provide
support, service,
guidance, and
education, to enable
families to live more
productive professional
lives, and hence,
promote a healthier
workforce.
        BENEFITS TO THE EMPLOYER

  • Enhance Employee Benefits at  NO COST TO THE EMPLOYER

  • Benefits extend to parents, in-laws, and significant others

  • Empower your employees with critically important information that
    will provide guidance & support with ElderCare, Estate Planning,
    Long-Term Care Options; Financial, Investment & Tax issues.

  • Support for the “Baby Boomer - Sandwich Generation.”
    Simplified assistance to help ensure employee productivity is
    maintained.

  • Participating companies will receive complimentary on site
    workshops on topics such as ElderCare, financial, tax issues,
    retirement, investments, legal, real estate, estate planning…
    and more.  

  • Transition Counseling for employees near retirement or
    preparing for scheduled lay off.

  • Adds significant value to your compensation package

  • Incentives to help in the recruitment of quality candidates
  • Promotes a healthy work & home life balance
  • Ease and convenient access to an array of vital support services
HOW WE HELP THE EMPLOYEE
The Enhanced Employee Benefits Program is a voluntary
program for employees at a nominal enrollment fee of
$5/month. We have carefully packaged the following
services to help employees conveniently address all of their
ElderCare, Financial Estate Planning, Tax & Real Estate,
and Mortgage needs as easily as possible.

The following menu of professional services are available to
enrolled employees at a reduced fee or no cost. Your
employees will also have the support they need to navigate
the complex issues of ElderCare and financial concerns
involved with caring for their aging parents.
BENEFITS & SERVICES OFFERED
  • Complete financial and investment services

  • Education on 401(k) benefits

  • Insurance guidance and counsel

  • Estate Planning: Trusts, Health Care Directives,
    Financial Directives, Wills ($50 gift certificate)

  • Trust Administration- Conservatorship Guidance

  • In-home repair, or modification services ($50 gift
    certificate)

  • In-home eldercare services ($50 gift certificate)

  • Errand & Concierge Services

  • Home Organization/Clutter Reduction/Moving Services

  • Pet Sitting Services- Dog Walking

  • Reverse Mortgages ($50 gift certificate)

  • Tax Advise/Counsel (10% discount) for new clients on
    initial tax prep

  • Real Estate Services – discount commission rates for
    listing or purchasing

  • Mortgage loans-purchased and refinance-discounts

  • KB Fitness on-site exercise programs available-Yoga
    & Pilates
CONTACT NORRIS FINANCIAL:
Nancy Norris
ECA, CSFP, CSA
Phone: (408) 294-5390
Fax: 294-5379
nancy@norrisfinancial.net


WHO WE ARE
We are an Enhanced Employee Benefit Program – a
partnership of selected service providers to assist employees
with ElderCare Guidance and Management, Estate
Planning, Tax & Financial Issues, Long-Term Care Planning
 and more. Our extended team of professionals provides
companies a business advantage by promoting and providing
the problem-solving tools needed to maintain a healthy and
productive workforce.
WHAT WE DO
The Enhanced Employee Benefits Program provides
easy access to a full menu of other useful, vital services
through the Bay Area ElderCare Alliance. We offer
extensive services and education to employees who are
facing the time consuming responsibility of caring for an
aging parent, or disabled family member. Our expert team
of caring professionals will assess and plan for your
employees’ complex and ever changing
needs, effectively and ethically.