Retaining Your Company's Most Valuable Asset —Its People
When valued employees leave, organizations don’t simply lose a person. They lose revenue, experience, institutional knowledge, client relationships and the investment made in developing that employee.
EPP helps employers give their people another compelling reason to stay.
Real World Results
98%+
RETENTION
Among employees who participate in the EPP program.
Results reported by EPP employer clients.
Powerful Results. Remarkably Simple.
EPP helps employers by helping their employees achieve their most important life goals.
No Cost
No cost for the employer or employee.
Simple to Implement
Minimal administrative burden.
High Participation
Highly valued by employees.
Meaningful ROI
Greater employee retention.
See Where Your Employees Stand
Financial uncertainty doesn't always show up at work in obvious ways.
The Maximum Prosperity Financial Wellness Assessment provides a simple way to evaluate key areas of financial preparedness and identify potential gaps that may be affecting employees and their families.
Access the assessment here to experience one of the tools Employee Prosperity Partners uses to help employees determine where they stand—and where they may need help.
See Where Your Employees Stand
Financial uncertainty doesn't always show up at work in obvious ways.
The Maximum Prosperity Financial Wellness Assessment provides a simple way to evaluate key areas of financial preparedness and identify potential gaps that may be affecting employees and their families.
Access the assessment here to experience one of the tools Employee Prosperity Partners uses to help employees determine where they stand—and where they may need help.
The People BehindEmployee Prosperity Partners
Employee Prosperity Partners brings together decades of experience in employee benefits, financial planning, tax minimization, business strategy and organizational growth—all focused on helping employers create greater value for the people they employ.
Harold W. Roe
Founder & Managing Partner
Harold Roe is a financial planning expert, entrepreneur and author of the Amazon #1 bestselling book Maximum Prosperity: Preventing the Six Catastrophic Mistakes That Can Wreck Your Financial Plan.
A CPA with an MBA from Harvard Business School, Harold has spent decades helping individuals, families and organizations make smarter financial decisions and move toward greater financial security and prosperity.
His work and research form the foundation of the Maximum Prosperity methodology used by Employee Prosperity Partners.
Scott Cantrell
Co-Founder & Chief Communications Officer
Scott Cantrell is a business strategist, author, speaker and entrepreneur with decades of experience helping organizations improve performance and accelerate growth.
As co-founder of Employee Prosperity Partners, Scott focuses on strategy, communication and employer engagement—helping organizations translate employee prosperity into stronger employee relationships, greater loyalty and improved retention.
Nationally Recognized for Our Work
Employee Prosperity Partners was selected by ManageHR Magazine as the Top Employee Financial Wellness Service of 2025, recognizing EPP’s approach and its impact on employees and the organizations they serve.
Let's Starta Conversation
Let's talk about your organization, your workforce and whether Employee Prosperity Partners could help you create greater value for your employees—and higher retention as a result.