Financial
Wellness

Financial stress is costing your company money. According to a survey of over 1,600 full-time employed adults:

Nearly one-third of all employees is distracted by personal finance issues while at work.

PWC

Help your employees lift the burden of financial stress by giving them the resources they need to stay focused and productive on the job. Twelve Points Retirement Advisors has designed a Financial Wellness Platform to give your employees a comprehensive check-up on their financial well being.

 

The Twelve Points Financial Wellness Platform includes on demand access to articles and videos walking them through real world financial speed bumps and questions that they may be facing, such as:

  • Education Savings Plans
  • Financial Planning
  • Health Savings Accounts
  • Group Life and Individual Life Insurance
  • Personal Finance and Budgeting
  • Buying a House
  • Disability Insurance
  • Estate Planning
  • Retirement
  • Investing

Someone is sitting in the shade today because someone planted a tree a long time ago.

Warren Buffet

Help your employees plant the tree for their Financial Wellness today so that they can enjoy the peace of mind and benefits that come with financial security down the road. 

 

When your employees prosper, your business prospers. Happier employees are more productive, more eager and more likely to stay with the company for longer.

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You deserve a financial advisor who will curate a plan that keeps your goals in mind and on track. Let’s get started.

Our Designations

*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Twelve Points Wealth is engaged, or continues to be engaged, to provide investment advisory services.