How to Think About Financial Wellness ROI

WFG Blog

Our latest blog discusses the short-term and long-term return on investment with a company financial wellness program.

WFG Podcasts

3 Pods, 1 Question Each Week

In each episode, we focus on answering your frequently asked questions.

The Plan Sponsor University

July 11

Increase your knowledge base in areas such as retirement plan design, operation, comprehension of fiduciary obligations, and improving outcomes.

Follow Us

on Social Media

We do our best to keep you informed and entertained!

Retirement Plans

Our differentiator is our passion for your employees

We believe that as an employer, you have the power to create successful retirement outcomes. And we are not afraid of the hard work and dedication it takes to boldly ask the question: “Can we do more?” Which is why, we aim to provide employers and employees with the best experiences and options that seek to achieve retirement readiness.

Retirement Plans

Wealth Management

A future of fulfillment

Securing your dreams takes effort and energy, leaving little time for wealth management. We can take that responsibility off your hands while helping you pursue your goals. With us as your wealth advisors, you will enjoy the confidence that comes from knowing that an experienced wealth management company is handling your plan.

Wealth Management


WFG Blog

Our latest insights

  • Jun 18 2019

    Join Jay Sanford, Jeff Hamblen and Mark Jensen as they answer the question: What does ESG stand for and how are we investing for it?     Focused on You website: Listen in Apple Podcasts: Listen in Google Podcasts: Listen in Spotify: Listen in TuneIn:     The opinions voiced  Read more ➝

  • Jun 13 2019

    If you want to sell your C-suite on paying for an employee financial wellness program, you’ll probably hear this question from your CFO: What’s the ROI? It’s natural for a chief financial officer to ask about the return on investment (ROI) from spending the organization’s money on a program that, at first glance, appears to  Read more ➝

  • Jun 11 2019

    Introducing Your Money Questions Answered, our new podcast where we answer your questions about money. In today’s episode, we answer the question Will I have enough money at retirement?     Your Money Questions Answered website: Listen in Apple Podcasts: Listen in Google Podcasts: Listen in Spotify: Listen in TuneIn:  Read more ➝