financial-fitness-corporate-wellnessCorporate Financial Wellness

Do you offer financial training to your employees?

If your employees are stressed out over their finances, this can impact their productivity in terms of being distracted, absentism, and even potentially making corporate funds vulnerable. We offer group presentations on topics from goal setting, budgeting and insurance and investments to planning for the new retirement. We also offer one-on-one counseling and customized presentations.

According to one study, over 80% of employees said they would participate in financial training if offered at work.

Our Solution

Wealth Steps is a step-by-step financial wellness program that provides employees with a foundation for financial decision-making using a holistic, personalized approach.
Through a series of customizable, in-person workshops hosted at your company, Wealth Steps provides employees with:

  • Knowledge of how to maximize their lifetime earning potential through protection, saving and planning;
  • Access to a secure, personalized website to analyze their individual financial situations; and
  • Complimentary one-on-one consultation with a Wealth Steps Specialist for any employee upon request

Why host Wealth Steps® at your company?
It’s effective. Reduce employees’ financial stress, helping increase workplace productivity.
It’s positive. Boost appreciation for your company’s concern for it’s employees’ well-being.
It’s simple. We take care of setting up the workshops, and any follow-up questions can be directed towards us.

Wealth Steps® is a servive mark of The Guardian Life Insurance Company of America® (Guardian), New York, NY 10004. ©2016 Guardian
2016-27761 Exp. 8/18

 
Call For A Free 1-Hour Consultation Contact Us For A Free 1-Hour Consultation