PlanSmart Financial Wellness

PlanSmart Financial Wellness is a new benefit that:

  • Helps make your financial goals easy to start, easy to plan and easier to achieve
  • Gives you exclusive access to financial experts in person, online, or by phone, and at no cost to you
    • You can manage short- and long-term financial goals through the help of your free personal financial planner!
  • Lets you attend in-person workshops
  • Grants you access to educational financial articles and videos for every life stage, wherever you are
  • With access to this secure, you can sync all of your accounts for a truly holistic view of your finances
  • Is completely confidential.  Your personal information stays with the experts

Whether you're just starting out, paying off debt, planning for a family, or preparing for retirement, you now have unlimited access to online resources that can help you learn, evaluate, plan, and take action.  Getting started is easy!  Once you complete six easy questions, you're provided with a recommended plan and specific action steps.  You can learn to address your personal finances through educational content, videos, and calculators that break complex topics down into easy-to-understand information.  PlanSmart has proactive features providing checkups, reminders, and access to financial planners.

Each financial planner has extensive experience and training so you can be sure you're speaking with someone who understands all your needs and options available to you.  Additionally, the planners provide confidential, objective guidance so you can obtain the right level of protection and a path to help you achieve your specific financial goals.  You can online message planners, or speak with them over the phone!

After all, financial planning is a work in progress.  For everyone.  Sign-up today and take advantage of your benefit!

Get started online at or call 855-203-6579 for more information.