MyFinancial Wellness Solutions Suite

Seek greater control over your financial affairs

with the confidence to act with more freedom.

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MyWealthHQ is a financial planning-led digital advice platform – It’s an all-in-one digital financial resource; a combination of the speed and ease of digital financial planning tools combined with the years of expertise of our financial advisors. This easy-to-use resource can help you get financially organized and working toward your goals.

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MyShareHQ is a solution turning American workers' spending into automatic retirement and college savings.  It enables you to earn cash-back toward your 401(k) or 403(b) plan while shopping online or locally and receiving up to 30% cash-back.

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MyRisk helps you align yourself with your investment portfolios.  Are you investing wrong, or are you investing right?  Apply powerful risk analytics to quickly assess your risk. MyRisk helps you find out what your Risk Tolerance is and see if your portfolio actually fits you.


MyMatch allows employees to use company match funds for student loan repayment, helping employees pay down their debt from education loans without increasing the employer's benefits budget.  Funds can be directed to their retirement savings, student loan repayment, or a combination of both.

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MyRetirement empowers employees to make informed decisions when it comes to their retirement benefits by providing personalized guidance and projected retirement income analysis, potentially increasing participation rates and deferral rates in both the HSA and retirement plans.  Are your employees on target?  MyRetirement can help both employer and employee create a map towards Financial Wellness.

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MyStudent makes it easy for employers to extend college savings plans to the employees and help more American families be prepared for their first tuition bill.  MyStudent aims to help solve this parental concern. We combine state-of-the-art technology and personalized, professional guidance to help employees select, open and track suitable college savings plans for their needs. Best of all, our platform is low-cost and turnkey for employers.  


MyFinancial Wellness Solutions Suite

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“Strategy without process is little more than a wish list.”

-Robert Filek

Example is for illustration purposes only. Individual results will vary.