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WellCents

WellCents is a guidance based, beginning to end financial wellness program that helps create financial wellbeing

WellCents is a guidance based, beginning to end financial wellness program that helps create financial wellbeing

WellCents

by 401(k) Producer Services, Inc
WellCents
WellCents
WellCents

What is it about?

WellCents is a guidance based, beginning to end financial wellness program that helps create financial wellbeing. Our goal is to help your employees reach a financially sound life, ultimately leading to a successful retirement!

WellCents

App Details

Version
1.0.10
Rating
(6)
Size
34Mb
Genre
Business Finance
Last updated
May 27, 2021
Release date
June 14, 2020
More info

App Screenshots

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App Store Description

WellCents is a guidance based, beginning to end financial wellness program that helps create financial wellbeing. Our goal is to help your employees reach a financially sound life, ultimately leading to a successful retirement!

WellCents begins with an online Financial Wellness Assessment to help gauge overall financial wellness. Upon completion, a Financial Wellness Score is given and a customized action plan based on individual needs and goals is prescribed.

Tailored group education workshops and one-on-one meetings are available to help provide guidance
beyond the scope of the retirement plan to help address any financial needs and goals.

These meeting topics may include, but are not
limited to:
- Retirement planning
- Debt reduction
- Budget planning
- Asset allocation and investing
- Life insurance analysis
- And much more!

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