Employee Financial Wellness
 
 

Employee Financial Wellness

Worksite Financial Wellness & WellCents

 
 
 
 
 

Worksite Wellness

Our Employee Worksite Financial Wellness Program is a No-Cost, Family benefit, provided by your employer. This program is designed to help you with all things Financial; providing you with one-on-one meetings with our specialists, as well as group presentations tailored to your needs.

 
  • Retirement Investment Analysis
  • Personal Income Tax Planning
  • Social Security, Medicare & Elder Care
  • Cash Flow & Budgeting Concepts
 

WellCents

WellCents™ is a comprehensive Financial Wellness Program designed to help you reduce stress in your financial life. Get access to personalized guidance and create confidence in your financial future with:
 
 
Using your employer's business code, login to WellCents, and start your financial wellness journey!

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.

Stay in Touch!

Subscribe to Our Monthly Newsletter & Never Miss a Duncan Detail!