Employee Turnover a Problem?

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Reduce Costs

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Improve Benefits

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Increase Participation

A New Take on the 401(k) and
Self-Funded Healthcare Experience for 50-1,000 Employee Groups

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What Makes NetWellth Different?

We believe that employees work for money, but they stay with their employer for a partnership in long-term wealth & wellness.

Our benefits consulting services are flexible and designed to drive your employee retention strategy.

 

We flip the employee benefits model on its head by offering a:

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WellthCoach

Employee Wealth & Lifestyle Wellness Coach (not a salesman)

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Focused On Employee Engagement & Retention

to help your employees tie their salary, investments and net worth to their job

WellthCoaching, Not Cross-Selling

We Guarantee:

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Cost Savings

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Employee Service Ratings

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Higher Participation Levels

ALGORITHM-BASED INVESTMENT ADVICE (ROBO-ADVISOR)
AT A FRACTION OF THE PRICE OF A HUMAN INVESTMENT ADVISOR

Financial advice is offered through Mid Atlantic Financial Management Inc., ("MAFM"), dba eFiduciary Advisor (“eFA”), an SEC Registered Investment Adviser. NetWellth LLC provides general financial education. Expand Financial LLC is not a subsidiary or control affiliate of MAFM/ eFA.

Optimize your 401(k) and healthcare "products"

401(K) and Group Health Insurance are often sold under the influence of exorbitant commissions, hidden fees, and cross-selling agendas that all divert from the mission of attracting, engaging, and retaining quality employees.

Have a NetWellth Certified WellthCoach put together an unbiased-ly redesigned Employee Benefits Strategy focused on the key performance indicator of your ideal employee experience.

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Boost your employees wealth and wellness

From confidential coaching to tracking and improving retention, NetWellth helps your employees increase their net worth and feel better, inside and outside of work!

Give your employees a voice

Conventional benefits services don't always align with the long-term needs of employees. Empower employees to give feedback in a more meaningful way.

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Self-Funded Healthcare Savings

Contact Your Local Wellth Coach

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Ben Myers

General Sales Manager at Pete Moore Chevrolet

I´ve been personally very pleased with the performance of the program over the years and I´m sure that you would be too

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Billy Kelly

General Manager at Preston Hood Chevrolet

If you were looking for someone that will be a stable and reliant coach and positive force there´s no one better

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Andrea West

HR Director at Preston Hood Chevrolet

The follow-up visits those are especially helpful because it just keeps the employees on track it reminds them. I love when you tell employees this is your reminder that if you´re not feeling your contribution it´s time to up a percentage

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