Employee Turnover a Problem?
Keep your employees Happy and Engaged by creating an Employee Benefits Experience that they wouldn't walk away from
Reduce Costs
Improve Benefits
Increase Employee Retention and Morale
What Makes NetWellth Different?
Most employee benefits
packages are offered by
salesmen who get paid on
commission, not on whether or
not your employees have the
best packages available to them.
The sad fact is, they’re
incentivized to choose the most
lucrative plan for them NOT the
best plan for you.
We flip the employee benefits model on its head by offering a:
WellthCoach
(not a salesman)
Interactive tech platform
to help your employees tie their salary, investments and net worth to their job
We don't get paid on selling you more expensive services
We get paid on how much we:
Save You
Increase Your Employee's Engagement
Improve Your 401 (k) Contributions
ALGORITHM-BASED INVESTMENT ADVICE (ROBO-ADVISOR)
AT A FRACTION OF THE PRICE OF A HUMAN INVESTMENT ADVISOR
Fidelity
Vanguard
Goldman Sachs
BlackRock
Columbia
Calvert
Eaton Vance
American Century
Columbia Threadneedle
Invesco
Archer Funds
Wisdom Tree
Dreyfus
AIG
Federated
TIAA
PIMCO
SPDR
Aberdeen
iShares
AEGIS
Bogle
Financial advice is offered through Mid Atlantic Financial Management Inc., ("MAFM"), dba eFiduciary Advisor (“eFA”), an SEC Registered Investment Adviser. Expand Financial, LLC is not a subsidiary or control affiliate of MAFM/ eFA.
Cost optimize your 401(k) and healthcare products
Todays pre-packaged products are sold with unnecessary and hidden costs that work against the very purpose of your employee benefits. Since we don't receive product sales commissions, you receive true transparency when selecting the best solutions to meet your participants needs
Boost your employees wealth and wellness
From confidential coaching to tracking and improving results, NetWellthSM helps your employees increase their net worth and feel better, inside and outside of work!
Give your employees a voice
Traditional service lacks clarity, and often times leads to confusion rather than engagement. Empower employees with a real-time Participant Satisfaction Score to gather feedback in a more meaningful way.
Self-Funded Healthcare Savings
