A Digital Platform with
A Human Touch
BrightPlan pairs our digital platform with face-to-face access to experienced financial advisors without any additional fees
BrightPlan is the only financial wellness platform certified by CEFEX for fiduciary excellence and pairs an award-winning digital platform with access to experienced financial advisors without any additional fees. BrightPlan financial advisors are required to act solely in employees’ best interests when offering personalized advice. They do not sell products nor receive commissions.
The BrightPlan Experience
ADVISORS
ENGAGEMENT
Financial Advisors
-
.png)
Experienced
BrightPlan financial advisors, rated 9.7/10, are full-time employees that are held to the fiduciary standard. So you don’t need to worry about your employees being sold products or having a poor experience.
-
.png)
Comprehensive
From paying off debt, saving for college, to planning for retirement, BrightPlan financial advisors can help your employees prepare for their big life events.
-
.png)
Total Rewards
BrightPlan financial advisors are trained in your company’s benefits package and can advise employees on Total Rewards, benefits optimization, stock compensation, taxes and estate planning.
Total Financial Wellness
Value Calculator
On average, a company with
5,000 employees sees $340,000*
in potential annual value from BrightPlan. See how you compare.
*Disclosure: Assumes a 5,000-employee technology company with an average salary of $80,000 and a 2% annual turnover, with a 3% reduction in costs associated with healthcare premiums, payroll taxes, turnover, absenteeism and delayed retirement
