Your Past, Present, and Future to Financial Wellness

Did you know that 53% of full-time employed American adults felt stressed dealing with their personal financial situations over the past few years?[1]

Financial wellness programs can be beneficial to financially-stressed employees, but there are many stages to financial wellness! Our new Employee Guide covers the three stages of financial wellness:

  • Paying down debt
  • Paying yourself
  • Paying for your future

Download our Employee Guide to learn more!

 

 

 


[1] PwC, “Special Report: Financial stress and the bottom line,” September 2017.

Securities offered through LPL Financial, Member FINRA/SIPC.  Investment advice offered through Global Retirement Partners, LLC (GRP) a registered investment advisor.  GRP, LPL Financial, and Washington Financial Group are separate non-affiliated entities.

This information was developed as a general guide to educate plan sponsors and is not intended as authoritative guidance or tax/legal advice. Each plan has unique requirements and you should consult your attorney or tax advisor for guidance on your specific situation.

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