Financial Pathways

Everyone's financial pathway to retirement is unique — find the right pathway to help you pursue your financial goals.

If you're like many people, you want to save money and prepare for your retirement, but getting started may seem overwhelming at times. With Worksite Financial Solutions, you have access to financial tools and resources that can help you develop a plan that works for you, leaving you feeling more prepared for the future and less stressed today.

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Retirement Planner Calculator

Easily estimate how much you will need for retirement in just 5 simple steps.

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Yes, You CAN Get Out of Debt

Learn how to reduce debt by analyzing your spending, controlling your expenses and establishing a game plan.

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Catch-up Strategies

Learn how you can get back on track with your retirement-planning process.

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*See Disclosure

This material was created for educational and informational purposes only and is not intended as ERISA, tax, legal or investment advice. If you are seeking investment advice specific to your needs, such advice services must be obtained on your own separate from this educational material.

The help you need to take control of your financial future, today.

Armed with the right tools and resources, you can learn the skills you need to save and manage your money, putting you on the path to financial wellness.

According to a 2013 report from Financial Finesse, 86% of employees surveyed reported having financial stress, and 42% do not think they will meet their future financial goals.

Take advantage of the resources available to you and learn more about:

  • Planning for retirement
  • Managing debt
  • Money saving strategies
  • Investing
  • Working with a financial advisor

Visit the Tools and Resources page to find a wide variety of calculators, videos, tutorials and articles on various financial topics that you can utilize to educate yourself and find your pathway to financial confidence and freedom.

The Road to Retirement: Save Wisely & Live Well

Making responsible decisions is all part of growing up-let an advisor help you shape your financial future.

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Access worksheets and other associated materials that accompany pre-recorded, compliance-approved educational seminars that cover a range of financial topics.

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Studies show that the average lifespan has increased-prepare for your future by starting your retirement plan today.

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*See Disclosure

Annuities are long-term investment vehicles designed for retirement purposes.  Guarantees are based on the claims-paying ability of the issuing company. Withdrawals made prior to age 59 1/2 are subject to a 10% IRS penalty tax, and surrender charges may apply.                    

This material was created for educational and informational purposes only and is not intended as ERISA, tax, legal or investment advice. If you are seeking investment advice specific to your needs, such advice services must be obtained on your own separate from this educational material.

Are financial worries keeping you up at night? The Employee Education Solution can help bring you a new aspect of health - financial wellness.

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Contact a retirement representative today to get started!

1-855-575-1681 Email A Retirement Representative Who We Are