A recent Ipsos Reid survey found that 72% of respondents are not confident that
their math and money skills will help them plan a secure financial future.
Financial issues are the number one cause of stress that leads to employee
absenteeism costing employers a staggering 2.4% of payroll.
Help your employees reduce their finance-related stress and improve their
productivity by providing financial counseling services. Our experienced
staff is available to address your employees' concerns in person, online
and over the phone.
A recent Decima survey reports that 55% of respondents are unaware of how
much their monthly pension benefit will be in retirement and lack an understanding of common savings plans.
Our unbiased counselors help your staff to understand and use their employee benefits and retirement
plans to their full potential and even supplement them with their own financial planning. Perhaps most
importantly, we demonstrate to your employees how these benefits factor into their complete financial plan.
Your employees want to become more financially literate, and by helping them achieve this
goal, your business will benefit from improved morale and job performance, not to mention
increased participation in company plans, greater staff retention and higher net profits.
For many employers, the status quo is simply no longer an option. Aon Hewitt research found 76% of employers are
now interested in financial wellness programs while 93% reported they intend to create or expand their efforts.
52% of respondents said they carry a balance on their credit cards, according to Abacus Data,
and those who are affected by financial stress due to debt spend 13% of their workday dealing with or thinking about money issues.
Do away with financial crises before they even arise by helping your employees understand
debt management, easy money-saving practices, and successful retirement planning. We
can help your employees live within their means which will enable them to meet their debt
obligations while saving for retirement and other important life events.
A recent report by PricewaterhouseCoopers indicates that independent financial
planners are the number one most trusted source for financial planning and counseling
