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A financially strong company starts with financially strong employees


Corporate Wellbeing

What is Corporate Wellbeing and Why Do We Need It?

Corporate Wellbeing is a program that helps employers save money while helping better prepare a company's employees for retirement. 
It's a win-win!


FREE Financial Wellbeing Assessment

Why Should an Employer Care About an Employee's Financial Health?

Financially unfit or unprepared employees come at a dramatic cost to a company's bottom line

Employees who are unable to retire on time effect demographics and increase employer costs to medical insurance, have a higher likelihood of accidents & sickness, and may affect productivity

There's never been a way to quantify employer liability...until now


Corporate Wellbeing calculates the employers economic interest in employee financial health. It analyzes the effect of unprepared employees, and it helps find the plan design changes that will make the most difference to employee retirement readiness

The future wellbeing of a company starts with the wellbeing of your most valuable assets, your employees


Informational Articles & Charts


35 Million Baby Boomers will have to delay retirement
Jamie Linkowski, AIF®, discusses why businesses should have a financial advisor who is more holistic;
versed in human capital and risk mitigation consulting.