Financial Wellness

Financial Wellness

Much has been reported about the way in which poor financial health can prevent Americans from saving adequately for retirement. Alliant Wealth Advisors’ multi-faceted financial education, which emphasizes making informed choices at all life stages, guides participants as they build toward a rewarding future.

  • Alliant promotes saving for retirement while also encouraging wise day-to-day financial management and planning through individual conversations with participants and group financial education meetings and webinars. We also work with you and your participants to understand and use educational tools provided by recordkeeping platforms.
  • Our monthly financial webinars, which also are recorded for re-viewing, address financial topics of interest to your participants of all ages. Recent entrants to the workplace can benefit from Basic Financial Planning. Growing families learn strategies to saving for their children’s college education. Employees nearing retirement discover Social Security claiming strategies. All participants will benefit from retirement and estate planning webinars.
  • Alliant encourages participants to schedule appointments to speak with our financial advisors. These individual conversations can help participants choose their plan investments, set retirement savings rates and find answers to their pressing retirement planning questions.
  • Our guidance meets fiduciary standards. All conversations seek to provide options meeting your participants’ best interests. We do not represent or recommend financial products.
  • Alliant encourages employees to save early and adequately for retirement in plan Enrollment Meetings, explaining the way in which compounding builds future income.