Financial Advisor On-Call

Managing benefits as a freelancer or 1099 worker often raises financial questions. Whether you’re weighing coverage options, budgeting for premiums, or planning around taxes, sometimes you just need an expert to guide you. With Benrollment’s Financial Advisor On-Call service, help is only a call away.

Expert Guidance Without the Guesswork

Independent workers don’t have an HR department or employer benefits team to lean on when making financial choices. That’s where our on-call financial advisors step in. These licensed professionals understand the unique needs of self-employed individuals and can help you make informed decisions about coverage, budgeting, and future planning. With flexible scheduling, you can get answers when it works for you.

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Benefit Selection Support — Guidance on choosing between medical, dental, vision, and supplemental plans.

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Budget Planning — Help balancing premiums, deductibles, and everyday expenses.

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Tax-Smart Decisions — Insights into how premiums, HSAs, and other benefits may impact self-employed taxes.

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Future Planning — Recommendations on protecting income, planning for dependents, and preparing for retirement.

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