Wellness Assessment

WellCents begins with an online Wellness Assessment. 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

We have an extensive Resource Center to help guide you on many different retirement and personal financial planning topics.

Meetings & Workshops

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, planning to buy a home, etc.

One-on-One Meetings: WellCents offers the opportunity to have a real one-on-one meeting with a financial planner. These meetings may be in person, via webinar or conference call. Our financial planners are available to you on an ongoing basis, not just for a one-time meeting.

Drive your Success

WellCents is a guidance based, beginning to end retirement solution to help you create confidence in your financial life. Our goal is to help reach a successful and financially secure retirement by becoming financial well.

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.