Financially unprepared employees come at
a dramatic cost to a company's bottom line

Employees who are unable to retire on time effect demographics and increase employer costs to medical insurance,
have a higher likelihood of accidents & sickness, and may affect productivity.

There's never been a way to quantify employer liability...until now.

Corporate Wellbeing calculates the employer's economic interest in employee financial health. It analyzes the effect of unprepared employees, and it helps find the plan design changes that will make the most difference to employee retirement readiness

The future wellbeing of a company starts with the wellbeing of your most valuable assets, your employees

35 Million Baby Boomers will have to delay retirement

Get a FREE Financial Wellbeing Assessment for your company:

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Advisory services offered through Asset Strategy Advisors, LLC. (ASA), Securities offered through Concorde Investment Services, LLC (CIS), member FINRA/SIPC, Insurance offered through Asset Strategy Financial Group, Inc. (ASFG). ASFG and ASA are independent of CIS. To access Concorde’s Form Customer Relationship Summary (CRS), please click here.

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