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Our Services
Employees
WellCents can help employees find balance and control over their finances, now and throughout their lifetime.
Employers
Companies stand to benefit in numerous ways by offering a financial wellness program, which reduces employee stress.
Financial Professionals
WellCents offers the opportunity to have a one-on-one meeting with a Financial Professional in person, via webinar or conference call.
Institution
Partnering with an existing financial wellness service provider is a convenient, hassle-free way to ensure you can deliver all the services.
Financial Wellness for Everyone
Wellness Assessment
An Assessment will provide a personal Financial Wellness score.
This brief survey will ask you general questions regarding your financial history to get a gauge of your overall financial wellness. Upon completion, you will be provided with your Financial Wellness Score and a customized action plan based on your individual needs and goals.
Resource Center
Designed to provide easy access to practical and user-friendly information.
We have an extensive Resource Center to help guide you on many different retirement and personal financial planning topics.
Meetings and Workshops
Our Financial Professionals are happy to speak with you about financial goals and hurdles.
Group Education Workshops
WellCents will analyze the wellness assessment results. Based on the aggregate responses, we will hold in-person and web-based education workshops covering a wide range of topics including but not limited to college planning, investment basics, how to manage debt and planning to buy a home.
One-on-One Meetings
WellCents offers the opportunity to have a real one-on-one meeting with a Financial Professional. These meetings may be in person, via webinar or conference call. Our Financial Professionals are available to you on an ongoing basis, not just for a one-time meeting.
Our Mission
Our mission is to help employees in their pursuit of financial well-being.
By combining powerful technology with high-touch, in-person education, employers can provide an attractive wellness benefit while helping their employees achieve their goals and reduce financial stress.
Drive Your Success
Our main goal is to drive a financially secure retirement for everyone.
WellCents is a guidance-based, beginning-to-end retirement solution to help you create confidence in your financial life. Our goal is to help your employees reach a successful and financially secure retirement by becoming financially well.
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