Employee Worksite Financial Wellness – Duncan Financial Group

Employee Worksite Financial Wellness

Your Employees are your most valuable asset!

But—are they in touch with their financial reality?

Our Employee Worksite Financial Wellness Program is designed as an Employee Benefit that fits your unique business and employee mix. Our in-house specialists will travel to your business to present various informational Employee Financial Wellness sessions based on employee interest. These sessions consist of the following financial topics:

  • Retirement Account Investment Analysis & Advice
  • Personal Income Tax Planning
  • Social Security, Medicare and Elder Care Strategies
  • Cash Flow & Budgeting Concepts
  • Debt & Credit Analysis
  • Personal Insurance
  • Identity Theft
  • Education Funding

We offer three levels of program design. Choose the level that best suits your situation:


Employee Group Education Only; delivered by targeted seminars on a variety of Financial Wellness topics, based on employee interest, presented throughout the year on your schedule.


Employee Interactive Workshops and Group Meeting(s) to introduce the new benefit & meet our Team of Specialists. Unlimited one-on-one sessions with the employees (and family members) to confidentially discuss their current financial situation and needs. This includes the Employee Gap Analysis, Financial Accounts Review, Personal Insurance Review, and Counseling on Financial Wellness topics.


All elements of the BASIC, BASICPLUS & Expanded Worksite Financial Wellness Program, integrated with the Management of your Retirement Program. Regular benchmarking of your current plan and ongoing analysis of the plan fund lineup.

Learn more about how an Employee Worksite Financial Wellness Program can create a win-win scenario for both employees and employers.

Contact one of our Financial Wellness Specialists today to learn more

Get In Touch Today!

Contact Duncan Financial today to begin a partnership in planning your financial future.

Get In Touch Today!

Contact Duncan Financial today to begin a partnership in planning your financial future.

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