Customized Financial Wellness Programs

We design, implement and monitor customized financial wellness programs that help companies dramatically improve the financial well-being of employees. Our financial wellness consultants, Certified Financial Planners, and retirement plan advisors focus on helping customize effective financial wellness programs to meet the specific needs of your company's workforce.

The Case for Financial Wellness

Financial stress has been voted the number one cause of stress among Americans for six straight years, which is increasingly being connected to lower productivity, higher turnover, lower 401(k) contributions and much more according to recent research.


97% of workers admit they’ve managed their finances at work

70% of Americans live paycheck to paycheck

71% of college graduates now leave school with student debt

31% of Americans have no money saved for retirement

Financial Wellness for the Workplace

Financial stress for the American worker is an issue across the country, and it is not going away. In conjunction with BerganKDV we've released an exclusive white paper discussing the benefits, challenges and best practices surrounding financial wellness programs. Sign-up now to download your free copy.

Become a Financial Wellness Expert

Questions? Contact us. We’re here to help.

Lifewise

3800 American Blvd. W.
Suite 1000
Minneapolis, MN 55431

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Investment Advisory and Fee-Based Planning offered through BerganKDV Wealth Management, LLC, doing business as Lifewise, an SEC Registered Investment Advisor.

3800 American Blvd. W., Suite 1000, Minneapolis, MN 55431

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