There is a difference between financial wellness and financial security. Financial security means having enough assets to comfortably live the rest of your life without working. Financial wellness is ensuring a sustainable path to financial security.
Since only 5% of employees on average meet all the criteria of financial wellness, it is our responsibility as leaders to help American’s retire with dignity. This is something we all share. This is our legacy.
Information presented from the Financial Wellness Assessment from Financial Finesse
Of Americans have less than $1,000 in their savings account
Of Americans live paycheck to paycheck
Of their paycheck goes to consumer debt payments
Can't cover a $1,000 emergency without borrowing
Educating your employees, providing tools, and advice to help them create positive financial habits so that they can achieve financial wellness.
Laying the foundation to support their dreams.
Everything we do is all about you and your employees. We make ourselves available to answer questions, provide support, and guidance when you need it.
No matter where you are, you always have access to one of our professionals.
We believe that the more information you can have the better. On top of our Workplace Wellness program we have our online Resource Center filled with blogs, industry updates, and educational videos to keep your financial wellness journey going.
Check back often to view the latest tips, tools, and news.