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Fi-Care Financial Wellness Benefits
Over 50% of employees don’t believe their employer cares about them.*
We can help you fix that.
The Fi-Care Financial Wellness Benefits program was developed for forward thinking business owners who believe in supporting their employees’ financial well-being.
In partnership with Windgate Wealth Management, company owners can now offer a CERTIFIED FINANCIAL PLANNER™ dedicated to helping your employees achieve their personal goals.
*Source: PWC Employee Financial Wellness Survey, 2016.
CFP and Certified Financial Planner marks are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements. Those wanting to become a CFP professional must take extensive exams in the areas of financial planning, taxes, insurance, estate planning and retirement. Attaining the CFP designation takes experience and a substantial amount of work. CFP professionals must also complete continuing education programs each year to maintain their certification status.