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FINANCIAL WELLNESS

Empower your employees to make better financial decisions.

Personal finances are the biggest source of stress for employees. Alleviate that stress with all the advice and tools your people need to take control of their finances.

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DID YOU KNOW...

Employees with good financial health are 2x more likely to report having good mental health than those with poor financial health.

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Increased financial education at work can help your employees understand how the rest of your benefits package supports their financial goals.

59%

of employees say finances are their #1 cause of stress

81%

of employees would switch to a company that cares more about their financial well-being

$4,000

per employee lost in productivity through distraction and absenteeism

71%

of employees say that their financial stress has risen over last 12 months

* Statistics are pre-COVID-19.

More than just retirement planning.

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Cash-Flow Optimization

Create a budget and make your money work for you.

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Customized Portfolio

Optimize your investment strategy to work for you.

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Personalize Your Insurance

Evaluate and choose the best insurance coverage for your needs.

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Maximize Savings

Set goals, build up a financial cushion, and know which accounts give you the best results.

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Benefits & Compensation

Get customized company benefit elections and stock strategies.

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Retirement Readiness

Be ready for retirement with personalized cash-flow projections.

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Pay Off Loans

Find the best possible way to pay off your loans.

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Tax Management

Manage your taxes to your benefit both today and in retirement.

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Legacy Planning

Ensure your assets are efficiently passed onto the next generation.

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Financial Tools

Give your employees the tools they need take control of their financial future.

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Personal Consultations

We’ll meet 1:1 with your employees to take stock of their financial life and help them prepare for the future.

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Group Presentations

Educate and empower your workforce with our in-depth financial presentations.

What you get

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FMI Certified Advisor

FMI is here to discuss any questions your employees have about their financial life — like getting married, budgeting, investing, college planning, or saving for retirement.

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FMI Financial Tools

Whether it’s budgeting current expenses or simulating different retirement scenarios, users can take control of their finances with our Financial Tools.

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Fiduciary Duty

As a Fiduciary, FMI is legally required to always put your employees' best interests first. We don’t sell financial products. We empower your people.

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A True Partner

We work with you to develop the best financial wellness program for your employees — and you only pay for the services you know they will use.

A benefit your employees will love.

  • A personalized financial plan to help them build wealth
     

  • 1:1 meetings with an FMI certified financial planner
     

  • Financial tools to easily apply our recommendations
     

  • Answers to all of their financial questions

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Results you’ll love.

  • Acquire and retain top talent with a sought-after financial wellness benefit package
     

  • Boost employee engagement and satisfaction
     

  • Increase productivity due to a decrease in stress
     

  • Improve your bottom line

Empower your employees with a strong financial future.

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