Employers We provide employers the tools to foster financial wellness for employees, helping them get the most from their employee benefits, health insurance, and retirement plans, at no cost to the employer. Financial Planning for All Walks of Life Give Your Employees a Valuable Extra Benefit: A Path to Financial Wellness at NO Cost to you! Strategic financial advice benefits people of all ages and income levels, not just the wealthy or those approaching retirement age. We give employers the tools they need to provide their employees with a sound financial future. Plan Now, Thrive in the Future Our Financial Wellness Done Right program provides the knowledge and resources employees need to pursue the life they want while laying the groundwork to work toward their future financial goals and get the most from their employee benefits. Contact Us Help Your Employees Embrace Financial Freedom Financial Wellness for Employers Add us to your existing wellness program to show employees you care about their financial well-being.Our seminar-style presentations and webinars educate participants on relevant financial topics. We deliver focused material for maximum impact in about 45 minutes. We also offer social networking events with professionals in real estate, law, and other industries outside of business hours. Contact Us HelpUThrive and RetireU Strategic financial advice benefits people of all ages and income levels, not just the wealthy or those approaching retirement age.We offer personal financial planning services to young professionals, business owners, pre-retirees, and retirees through our Uthrive and RetireU programs.We’ll meet your employees where they are at in life and develop a customized financial planning strategy based on what matters most to them. Our financial planners can help employees plan for buying a home, save for a child’s education, get the most out of their workplace benefits, and much more. HelpUThrive RetireU How Financial Wellness Done Right Works We give your employees the tools and motivation to thrive financially. Our program has three pillars: EDUCATEWe give them the information they need to develop meaningful, attainable financial goals.RELATEWe help them create a roadmap to their near and long-term goals.MOTIVATEWe support them and work diligently by their side to pursue real changes in their lives. Contact Us FINANCIAL WELLNESS DONE RIGHT PUTS CLIENTS FIRST Learn how our financial wellness workshops can help our valued customers. Overview of Financial Wellness Done Right Here is a great quick overview of what Financial Wellness Done Right delivers to both employers and their employees at NO COST! Contact us to discover how to maximize your […] HelpUThrive Workshop Topics These education offerings are typically 25-30 minutes in length and are customizable to include current or proposed benefit offerings. • Smart Decisions for your Money in your 20’s, 30’s, and […] RetireU Workshop Topics These education offerings are typically 45-50 minutes in length and are customizable to include current or proposed benefit offerings. • Retirement Healthcare • Retirement Income Planning • Social Security: An […]