Participant Financial
Wellness Services

Financial wellness is a critical component of
overall wellness and helps maximize
participation in your retirement plan.
Engage a firm that truly cares about
employee financial well-being and
can help employees with a broad
range of finance concerns and
challenges— beyond retirement
plan education.



Online Financial Wellness Platform 

Our online learning platform, which features interactive and personalized learning for employees with dozens of actionable bite-sized modules on a variety of topics—like building emergency savings, considering home ownership, financing higher education, social security and more. It is an online platform that’s:

  • Branded to your organization
  • Built for self-guided learning and exploration based on needs and interests
  • Completely mobile friendly (iPad, Android, etc.)
  • Available 24 hours a day, 7 days a week,
  • Bi-lingual (English and Spanish)
  • Capable of incorporating Personal Financial Reviews & Planning as well as Group Education


Financial Education for Family Members
Financial wellness is not limited to your participants. Members of their entire family can discover engaging financial education for learners of all ages. You will find age-appropriate courses that are themed for grade school, high school, college, and young adults.




Personal Financial Review & Planning

Participants will have the ability to speak to a CFP® and receive financial planning assistance and individualized guidance via one-on-one consultations following the use of our on-line goals-based financial planning software.


Our planners provide:

  • Unbiased and tailored fiduciary advice based on your employee's best interests
  • Comprehensive and goal-based planning for each employee
  • Live assistance for specific questions
  • Customized investment solutions

Put our vision to work for you.

Collaboration is a core value for our team and for our work with clients. To build a customized relationship, we need to understand your situation, priorities and goals. Submit an online request for proposal (RFP) to learn how we can help you succeed.


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