HB Retirement has provided financial services for over a decade, guiding individuals and businesses toward financial success. They’re happy to recommend Sunny Day Fund as a key piece of the financial wellness puzzle.
Joseph Cravotta, AIF®, Manager of Institutional Services at HB Retirement, knows that financial health is more than just saving for retirement:
“Over the past ten years, our role as financial advisors has evolved. We’re not just guiding employees on their savings journey—we’re helping them with overall financial well-being.”
This explains why HB Retirement is a leader in holistic financial planning, focusing on the present and future.
The Missing Piece: Emergency Savings
Sunny Day Fund fills a gap that many financial wellness programs overlook. As Joseph puts it:
“We believe that emergency savings programs like Sunny Day Fund provide a tangible benefit that’s been missing from traditional financial wellness offerings.”
Sunny Day Fund is all about giving employees a way to save for life’s unexpected twists. It’s practical, accessible, and game-changing.
What makes emergency savings a big deal for employers?
Emergency savings don’t only benefit employees. Employers have a lot to gain, as well.
As Joseph explains:
“Emergency savings platforms are an innovative differentiator for employers. They help attract new talent and boost the productivity of existing employees.”
Offering Sunny Day Fund as part of employee benefits can set employers apart in a competitive job market. It’s a benefit that really resonates, improving both morale and retention.
HB Retirement’s decade-plus experience in guiding financial success makes their endorsement particularly meaningful.
This endorsement signals that industry leaders recognize our potential to transform employee benefits. It reinforces our belief that we’re offering something truly valuable—a way for employers to make a real difference in their employees’ financial lives.
