WellCents is a guidance based, beginning to end financial wellness program that helps create financial wellbeing. Our goal is to help your employees reach a financially sound life, ultimately leading to a successful retirement!
WellCents begins with an online Financial Wellness Assessment to help gauge overall financial wellness. Upon completion, a Financial Wellness Score is given and a customized action plan based on individual needs and goals is prescribed.
Tailored group education workshops and one-on-one meetings are available to help provide guidance
beyond the scope of the retirement plan to help address any financial needs and goals.
These meeting topics may include, but are not
- Retirement planning
- Debt reduction
- Budget planning
- Asset allocation and investing
- Life insurance analysis
- And much more!