Affordable, Scalable, Financial Coaching
There are a number of reasons people put off seeking financial advice. Cost, account minimums, and trust are just a few. The RetireWell financial planning benefit provides a proven process that gives employees access to a personal coach to assist in creating and committing to their own financial program.
Provide the tools to promote fearless investing
The RetireWell financial planning benefit provides each employee with access to the most comprehensive yet easy to use financial planning software available.
Create awareness of personal financial responsibility
Gone are the days of working for one company for 30 years and collecting a pension. The reality is we are more responsible for our retirement then ever before. To some this is empowering, to many this is an almost unachievable task. Our personal coaching experience aligns intentions with an authentic plan of action.
Emoney Advisor financial planning software
The most robust and comprehensive financial planning software available getting participants organized and making financial planning an engaging process
Risk Alignment tools
Our experience indicates if clients understand how much risk they are willing to take in regard to market volatility, clients are less likely to capitulate and make poor emotional investing decisions.
No commission college savings plans
We don't believe in profiting in this area
Payroll deducted deposits (optional)
Vitality active rewards with the New Apple Watch partnering with John Hancock
Purchase life insurance through John Hancock and receive a free Fit Bit or an Apple Watch for $25 plus tax along with many other healthy living incentives
Measure risk.
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