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Total Financial Wellness Brochure


Offering the first financial wellness solution certified for fiduciary excellence, BrightPlan is a leader in Total Financial Wellness. Read this brochure and learn about: 

  • Who BrightPlan is and our differentiated solution - centered around four key pillars - and its benefits for your employees and your company
  • Our certification with the Centre for Fiduciary Excellence, which we maintain with annual audits 
  • How our pairing of a digital platform and financial advisors can help lead your employees to financial success

Total Financial Wellness is the trusted solution built to lead all employees to financial success on their own terms at every stage of life.

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