Alex Assaley Discusses Financial Wellness with Employee Benefit Adviser

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Check out Alex Assaley on the cover of the May 2016 issue of Employee Benefit Adviser Magazine, where he discusses everything from his journey to becoming a financial advisor, the need for Financial Wellness in the workplace and how our new digital platform, MoneyNav, can help employees. 

 

 

 

 

 

He says: 

“Helping people create a sound retirement plan is critical,” Assaley notes, “but without helping them with their short-term financial challenges such as growing debt, a lack of emergency savings or a budget deficit, it’s [nearly impossible] to help someone improve his financial life. The guidance and the counsel we provide for a retirement account becomes much less relevant, if we’re not looking holistically at the entire financial picture.”

To read the full article, click here