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Many times, despite being able to contribute to a 401(k) or other retirement plan through their workplace, employees can still feel like they’re wandering through their financial journey, rather than navigating with intention. In fact, studies show1 that financial stress can negatively impact employees’ productivity, and they want access to one-on-one financial coaching that they lack. That’s why we provide financial wellness solutions and support through our partnership with Prime Capital Wellness.

Our mission is to help people at every level of your organization feel more confident about their finances and take full advantage of their benefits. We provide the educational tools employees have been craving in order to help them understand how to save, invest, and manage their money so they can reduce stress, become more productive, and accomplish their personal life ambitions.

  1. Financial Fitness for Life 2022 Financial Wellness Survey

Our Financial Wellness Solutions

Customized and Measurable Education Plans

Employee-specific education plans are designed to enhance plan participant outcomes and improve overall plan health. Our education plans are process-driven, starting with reducing the fear of investing, moving to saving properly and culminating into a comprehensive financial plan that is regularly measured and monitored.

Team of Licensed Consultants

Prime Capital Wellness, offers education services that are managed and delivered by credentialed financial consultants who are designated either Chartered Retirement Planning Counselor (CRPC) or Certified Financial Planning® (CFP®) professionals. They are responsible for defining your resource needs, designing your plan, and organizing your education services.

In-Person and Web-Based Education

A mixture of in-person, web-based and linked-based technology are utilized to drive proactive education, meeting plan participants where they are.

Real-Time Data Tracking and Reporting

Prime Capital Wellness’s technology gives you access to reporting in real-time, allowing you to review the impact of our services while they are happening.

Let’s build your plan.

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Accolades & Recognition

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