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Financial Wellness

Rather than guess or make assumptions about our clients’ needs, we work through a defined assessment that we call our Financial Wellness Assessment to determine how a plan is performing and what changes need to be made. Employees have access to a personalized Financial Wellness Assessment to gauge their overall financial wellness and identify their key financial vulnerabilities. Individual responses are then consolidated to build a company-wide view.

Through our Financial Wellness Assessment, employers will receive an aggregated assessment that provides a detailed breakdown of your employee's:

  • Financial wellness
  • Key vulnerabilities
  • Key financial priorities by demographic
  • Key education needs
  • Immediate concerns
  • Strengths and weaknesses of the company’s education program
  • Employee engagement

Our goal is to help you and your employees feel empowered to improve their finances, both in the short and long-term. We can also work together to launch workshops that cover topics employees should know about or want to know about when saving for retirement.

Click to view Creating Financial Wellness

Your Future

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Our site is filled with educational videos, articles, slideshows, and calculators designed to help you learn more. As you search our site, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.