Give your employees the benefit of healthy spending and saving through financial wellness.

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Financial wellness is not about money. It’s about decision making. Your employees can achieve financial wellness — the balance between living responsibly today and planning wisely for tomorrow — through our financial wellness program.

The road to realizing financial wellness starts with having a plan that is customized and specific to the employee’s financial situation. Individual financial planning is the heart of Waddell & Reed’s Financial Wellness program. Additionally, we offer a customizable educational program with a number of sessions and topics to meet the needs of your employees.

Why offer a financial wellness program?

While it may be true that money can’t buy happiness, it can directly impact one’s peace of mind and daily quality of life. Those who feel more secure about their personal financial situation are likely to focus more attention on their day-to-day responsibilities — and take on those tasks with greater confidence and increased enthusiasm. And that’s just one of the primary reasons why employers choose to add a financial wellness program to their employee benefits package.

Financial wellness can potentially:

  • Increase participation in your company retirement plan
  • Decrease turnover
  • Increase productivity
  • Enhance company culture
  • Improve quality of life for your employees

We take your journey seriously and we'll be there every step of the way.

Your journey, goals and plan are our commitment.

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*This service is considered a component of an employee benefits program, available to companies from local Waddell & Reed financial advisor offices. If you are an employee of an organization that does not currently offer this program, please consult your human resources department to inquire about adding this program to your organization's benefits package.

Waddell & Reed, Inc. offers financial planning services in its capacity as a registered investment adviser. Consult your financial advisor for a breakdown of the fees associated with these services.

This information is provided for informational and educational purposes only. Waddell & Reed believes the information has been obtained from sources considered to be reliable, but does not guarantee the accuracy of the information provided. This information is not meant to be a complete summary or statement of all available data necessary for making financial or investment decisions and does not constitute a recommendation.

Please note that the information provided may include references to concepts that have legal, accounting and tax implications. It is not to be construed as legal, accounting or tax advice, and is provided as general information to you to assist in understanding the issues discussed. Neither Waddell & Reed, Inc., nor its Financial Advisors give tax, legal, or accounting advice.

This information is not meant as financial or investment advice pertaining to your personal situation. The selection of appropriate investment, insurance or planning options and/or strategies should be made on an individual basis after consultation with appropriate legal, tax and financial advisors. Nothing contained herein is intended as a solicitation or an offer to buy or sell any product or service mentioned and they may not be suitable for all investors.

Securities offered through Waddell & Reed, Inc., Member FINRA/SIPC, are not insured by FDIC, NCUA or any other government agency, are not deposits or obligations of the financial institution, are not guaranteed by the financial institution, and are subject to risks, including the possible loss of principal. Insurance products are offered through insurance companies with which Waddell & Reed has sales arrangements. Guarantees provided by insurance products are subject to the claims-paying-ability of the issuing insurance company.

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