Topics we can educate you on.
Cash flow & budgeting
Major purchase planning
Estate Planning (wills, trusts, etc.)
Life transitions (death, divorce, etc.)
Stock options & equity compensation
If we’re part of your benefits package at work, you can enjoy
all of these services through FSFE:
One-on-one TelePlanning™ with certified professionals not sales people.
Live web-based training customized for your company.
Financial check-ups to help you keep your eye on the ball.
A customized financial plan for your specific goals.
24/7 access to FSFE.com information-packed content:
Don’t have us as a benefit at work yet? Tell your company’s benefits department about us!
Recent Articles for Employees
2017 FINANCIAL WELLNESS SURVEY
New 2017 FSFE Employee Financial Wellness Survey
, a research survey of corporate financial wellness in America.
See the results!»
LEARN MORE TODAY
Our roots date back to 1986 when our CFP® founders helped employee assistance programs incorporate financial wellness. With a benefit this important, it pays to have a partner with experience.
: (314) 692-2229
Three CityPlace Dr., Ste. 590
St. Louis, MO 63141