Now more than ever, employees are turning to their employers to provide reliable, trustworthy guidance when it comes to their financial picture. In the video below, we cover the three ways to create an effective Financial Wellness Program for employees.
Our team has worked diligently to develop a proprietary educational program that is designed and curated by qualified, independent advisors acting in a fiduciary capacity – our mission is to educate, guide, and support the working American; not to sell products or services to your employees.
Ultimately, we want to help your employees develop their financial “know-how”, understand the full benefit of their employer sponsored retirement plan, and develop a strategy for making wise financial decisions for today, tomorrow, and their long-term future.