When Employees Are Successful, Companies Are Successful

From healthcare costs to HR costs, we help employers reduce costs and
improve the bottom line.

We’re a different kind of financial wellness firm.

We have:

Technology – Advanced web-based tools

People – Independent financial planners

Experience – Our roots go back to 1986

Your Back – We subscribe to the fiduciary standard

For Employers

We’re positioned to serve employers nationwide. If you care about your employees, you’re our kind of company.

For Partners

From benefits brokers to 401(k) advisors to EAPS, we believe in the power of partnership

How Does It Work?

We’ve created eCourses for employees on hot topics like retirement planning, investments and ID theft. They’re short-and-sweet for busy lifestyles. They include challenges such as updating your estate plan or fine-tuning your retirement goals. As employees complete eCourses and challenges, they’re rewarded points that can be redeemed for one-on-one time with an independent financial planner. As an employer, you are provided reports on employee engagement to help you monitor the progress of your financial wellness program.

Our Programs

We feel financial wellness programs should be about education and behavior change, not a sales pitch. This is why we charge transparent fees for our services. We are 100% independent and held to the fiduciary standard, putting your needs and employees’ needs first.

All programs may be subject to a one-time onboarding fee.


  • Includes the following features:

  • Up to 5000 employees
  • Low cost
  • On-demand eCourses
  • Easy to use
  • Auto-enrollment
  • Web-based
  • Timely articles
  • Monthly ``Ask the CFP®``
  • Engagement rewards system


Monthly per employee
  • Includes the following features:

  • Add-on to PlanWell™
  • Independent financial planners
  • No sales pitch
  • TelePlanning™
  • Unlimited emails
  • Spouses included in planning
  • Guidance and advice


for proposal
  • Includes the following features:

  • Pension conversions
  • Executive compensation
  • Key employee carve-outs
  • Near-retirement programs
  • New employee consulting
  • Benefits changes
  • Institutional partnerships


for Employers
  • Reduced payroll taxes
  • Reduced HR costs
  • Reduced turnover
  • Reduced absenteeism
  • Increased morale
  • Increased use of fringe benefits
  • Increased job satisfaction
  • Acceleration of retirements
  • Reduced health care costs
  • Lower employee stress
  • Family benefits organization
  • Builds financial confidence

Our Mission

Our mission is to help employers increase profitability by focusing on their most important asset — the employees. When employees are confident in their financial goals, they’re happier and healthier at work. No matter how smart we are or how much we make, we can all lose sight of our long-term financial goals with today’s busy lifestyles. Through online tools made by independent financial pros, motivational rewards and goals-based challenges, we help employees work towards their goals and maintain financial wellness. We love what we’ve built and think you will too.

See How It Works With A Custom Demo
Simply Receive Our 4-Part Video Series On PlanWell