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Our Findings

We asked an employer their perceived health of their population (Pre-Data Assumed Company Population). We then conducted the same level of data collection with the very employees of this company (Post-Data Company Population Summary). There is a disconnect in the workforce between benefits provided and the immediate needs of the individuals. Our goal is to provide the maximum impact to the business, employees and the community.

Click below to to see your company population heat-map. 


 of Americans don't have an Emergency Savings Account. 


 of Americans can't afford a $400 shock claim. 


 of income goes to consumer debt for employees making $75,000 or less. 


of Americans can't afford to retire. 


of Americans take Social Security early.


Delayed Retirement for one employee can cost a company $50,000 per year

How We Help

It's deeper than just an investment vehicle . Our goal is to empower both employees and employers to make informed financial decisions that will benefit them both for tomorrow and long term horizon.


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