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Financial Wellness

Successful employers understand engaged employees have better retention and ultimately are the keys to success. More than 40 percent of Americans admit financial stress makes it difficult for them to concentrate at work. Research by John Hancock Retirement found the loss of productivity combined with absenteeism from financial stress costs employers more than an estimated $1,900 per year, per employee.

Financial stress has a significant impact on employees at work. It can lead to lowered productivity, impair the ability to problem solve and moodiness or irritability from loss of sleep could make it difficult for employees to collaborate and communicate effectively.


Let Valiant Retire help create a program for you

We work with our employers to create campaigns for them through our WellCents™ program. This is an “end-to end” worksite financial wellness solution that inspires employees to develop financial confidence and removes barriers that prohibit them from reaching their financial goals.

  • Incorporates a mobile app with advisor-delivered group and 1-on-1 education

  • Provides coordinated advice that integrates an employer’s benefits offerings

  • Proactive engagement via emails, texts, and on-site materials, and more

  • Contests and prizes are used to encourage participation; mobile app contains assessments, interesting reads, schedules one-on-one sessions, and follows action plans

  • WellCents™ Score benchmarks employee behaviors and tracks progress

  • Employer reporting provides insights into your workforce’s challenges and measures overall wellness
Client Centered
  • Incorporates a mobile app with advisor delivered group and 1-on-1 education

  • Provides coordinated advice that integrates an employer’s benefits offerings

  • Proactive engagement via emails, texts and on-site materials, and more

  • Contests and prizes are used to encourages participation
    Mobile app contains assessments, interesting reads, schedule one-on-one sessions and follow action plans

  • WellCents ™ Score benchmarks employee behaviors and tracks progress

  • Employer reporting provide insights into your workforce’s challenges and measures overall wellness

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Are You on the Road to Financial Wellness?

It's never too late to start. In this ebook, we outline effective financial strategies for every stage of the journey.



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