Perceive Financial Wellness Plans

Great for the business. Great for the employee. #winwin


"92% of employers...

are moderately likely - very likely to focus on financial well-being of workers that extend beyond retirement decisions."

Aon Hewitt - 2017
Hot Topics In Retirement & Financial Well-Being

"86% of employees...

(92% of Millennials) surveyed would participate in financial education plan sponsored by their employer."

Bank of America - 2017
Workplace Benefits Survey

3rd most popular

"Financial security (wellness) programs are 3rd most popular offering behind physical well-being (1) and emotional well-being (2)."

Fidelity - 4/11/17
Companies Expand Well-Being Programs & Increase Financial Incentives


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Financial wellness is so much more than just a retirement account.

Leading employers are positively impacting their businesses and the lives of their employees by instituting financial wellness plans as a key employee benefit.

Perceive Financial Wellness Plans are designed with the success of the business and the success of the employees at heart.

We'll handle this. You and your employees handle your business.


Business Benefits

  • Increase Revenue (Profitability)
  • Increase Productivity
  • Reduce Expenses
  • Retain/Attract Key Employees
  • Healthier Workforce
  • Increase Benefit Engagement

Employee Benefits

  • Attain Financial Independence
  • Achieve Life Goals
  • Increase Productivity
  • Increase Health
  • Reduce Stress
  • Positive Relationship With Employer

Potential Topics

  • Budeting
  • Retirement Planning
  • Debt Management
  • Insurance & Risk Management
  • Trust & Estate
  • College Savings
  • And more...

Curious how Perceive Financial Wellness Plans can help your organization?