Employee Financial Wellness
Worksite Financial Wellness & WellCents
WellCents is a state-of-the-art employee financial wellness program designed to help your employees create confidence in their financial life. This exclusive benefit is a beginning to end retirement planning solution that offers reporting to you and personalized guidance to your employees.
The WellCents Program offers your employees:
Financial Wellness Assessment
This brief survey will provide your employees with a financial wellness score and a customized action plan. Employers will receive detailed group reporting of how their employees score.
Group Education Workshops
Based on employee and peer assessment data, we will hold tailored education workshops.
Advisors are available to discuss all of your employees’ financial needs and goals going beyond the scope of the Employer-sponsored retirement plan.
Extensive Resource Center
Provides your employees with further resources on a variety of fi nancial planning topics.
Worksite Financial Wellness
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.
- Retirement Investment Analysis
- Personal Income Tax Planning
- Social Security, Medicare & Elder Care
- Cash Flow & Budgeting Concepts
- Debt & Credit Analysis
- Personal Insurance
- Identity Theft
- Education Funding