Good for Employees. Good for Business.

What are the benefits of a financial wellness program? In our opinion, they are countless. But don't take our word for it.

“Providing financial education at the workplace is good for the bottom line.”
Kelly Edmiston, Economist, Federal Reserve Bank of Kansas City

“Positive changes in financial behavior are related to positive changes in health.”
Dr. Jinhee Kim, University of Marylan

“1 in 4 employees are seriously financially distressed. On average, 80% spend 12-20 hours per month dealing with financial issues.”
Dr. E. Thomas Garman, Virginia Tech University


For Employers

By incorporating financial wellness programs into the overall wellness program, employers may enjoy tremendous financial benefits. The benefits to employee are obvious, but the return on investment to employers may come from:
  • Reduced payroll taxes
  • Reduced HR costs
  • Reduced turnover
  • Increased productivity
  • Reduced absenteeism
  • Increased morale
  • Increased use of fringe benefits
  • Increased job satisfaction
  • Acceleration of employee retirements
  • Reduced health care costs

For Employees

As time goes on, your personal finances don't get easier, they get more complex. With retirement, college savings, mortgage, investments, wills, trusts, and more, staying on top of your finances is a difficult task. Benefits to employees may include:
  • Financial confidence
  • Coordinated benefits
  • 100% Independent advice
  • Lower stress
  • A Financial plan
  • Confidential guidance
  • Family benefits organization
  • Reduced healthcare costs