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A survey by Ipsos indicates that 87% of respondents want financial
education in the workplace.
An effective financial education wellness program is comprehensive, systematic, easy to use, and interactive. We offer a variety of financial education wellness solutions to fulfill the needs of your organization and your employees.
Wealthgoal is an industry leading digital financial wellness service. Members have access to hundreds of videos, calculators, articles, life event based learning modules, Wealthscore – an overall financial wellness assessment, challenges, and much more.
LEARN MOREWe offer over 30 topics ranging from 1 hour Lunch 'N Learns to full two-day financial wellness and pre-retirement planning programs.
LEARN MOREFull service financial planning assistance is a simple phone call away. Staffed by professional financial planners, no concern is too small nor too complex. From trouble paying the bills to questions about retirement or investing, we're here to help.
LEARN MOREThere are times when only a personal touch will do. In these cases, we'll sit down with your staff and help them with anything from creating a budgeting that works to a complete retirement plan and anything in between.
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38% of employees report losing sleep due to financial stress. This can lead to a reduction in physical and mental health, lower productivity & even workplace accidents.
The U.S. Consumer Financial Protection Bureau reports that initial studies of financial literacy or financial wellness programs in the workplace can equate their impact for both employees and employers to that of physical or mental health wellness programs. If financial education programs can be as successful in changing employee actions as health programs, companies can expect increased productivity and savings associated with reduced sick leave, disability and workers compensation costs.
Increased financial literacy will
help your employees make informed
financial decisions on a daily basis while
leaving them feeling empowered. This will
alleviate both physical and mental stress
which in turn will result in higher productivity
and a stronger work-life balance.
64% of people frequently carry credit card balances,
48% live paycheck to paycheck, and 76% feel they are
falling short of their retirement savings goals.
Our financial wellness solutions help your employees and
members make sense of it all, reducing their financial stress
making them healthier, happier, and more productive.
As a business you wouldn't invest money in
technology without an understanding of its benefits.
Yet organizations spend hundreds of millions of dollars
on group retirement and other plans while the members
of those plans do not understand how they work or
their true value.