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Total Financial Wellness

Lead all your employees to financial success

Trusted By Enterprises Such As:

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Our Approach

The first financial wellness solution certified for fiduciary excellence that is real-time, personalized and integrated with employer benefits.

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Benefits of Total Financial Wellness

1

Competitive Advantage

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Greater ability for employers to attract and retain top talent

2

Financial Freedom

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Opportunity for employees to achieve financial security sponsored by their employer

3

Maximizing Benefits

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Financially savvy employees who fully utilize their benefits and progress towards financial goals

4

Financial Confidence

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Employees inspired and motivated to confidently manage their personal finances and invest in their future

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Awards

FEATURED WEBINAR

Industry Roundtable: Wellness Benefits that Matter Most in the Time of COVID-19

View our on-demand webinar with HR leaders from Autodesk, eBay, TriNet, and Willis Towers Watson, and moderated by the Managing Editor of BenefitsPRO, as they discuss the Wellness Benefits That Matter Most in the Time of COVID-19.

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Featured in:

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BrightPlan LLC is an SEC-registered investment adviser that only offers digital investment advice to US residents. Financial advisors are from Plancorp LLC, an affiliated SEC-registered investment adviser. Registration does not imply a certain level of skill or training nor does it imply endorsement by the SEC. Please see the BrightPlan and Plancorp ADVs for additional important information. All investing involves risk, including the loss of principal. Past performance does not guarantee future results. BrightPlan is a trademark of BrightPlan LLC, registered in the U.S. Patent and Trademark Office. Board of Directors are of Prumentum Group, Inc., the parent of BrightPlan LLC. BrightPlan is certified by the Centre for Fiduciary Excellence, LLC ("CEFEX") as having met their standards for Fiduciary Practices for Investment Advisors. It is not known whether the listed customers approve of BrightPlan or the advisory services provided. The customers represented herein were not chosen based on any performance-related criteria but were chosen based upon the level of employee usage of BrightPlan's financial wellness program. Awards are not indicative of future performance. Awards and Other Recognitions should not be interpreted as a guarantee or suggestion that a client or prospective client will experience a certain level of results if our firm is engaged, or continues to be engaged, to provide investment advisory services, or as an endorsement of our firm by any past or present client. None of the sponsoring publications or organizations are affiliated with our firm, none of the Awards or Other Recognitions are based on client evaluations of our firm, and we have not made any payments for or in anticipation of any Award or Other Recognition.

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