Elevate your employee wellbeing program and integrate financial guidance with Gallagher Money Coaching. Make a difference in the lives of your employees with a financial wellness program that's personal and impactful.

Differentiate your organization with a customizable financial wellbeing program that includes personal coaching

Employers increasingly recognize the link between employee financial stress and various health concerns impacting their workforce. In today's landscape, employees expect their employer to provide a personalized approach and access to financial professionals during major life transitions.

Something's been missing from your existing program

Many organizations question the true financial resiliency of their employees. Do your team members fully understand how to leverage the financial aspects of your current benefits — retirement plans, medical and spending accounts or voluntary offerings? A more impactful approach to maximize your investment lies in personalized financial benefits, providing employees 1:1 guidance and accountability to cultivate a culture of total wellbeing.

Introducing Gallagher Money Coaching

Gallagher Money Coaching offers a flexible framework centered on an individual's financial behaviors; how they save, spend, invest, borrow and protect their money. It connects your employees with experienced financial problem solvers and accountability coaches who can connect personal behaviors, education and the value of employer-sponsored benefits to provide holistic support.

Financial education, coaching and planning

The solution will be delivered in partnership with Your Money Line® and Peter Dunn, aka. Pete the Planner®, the CEO and founder of Your Money Line. Mr. Dunn is regularly considered an industry leader on financial wellbeing.

Give employees unlimited access to certified financial professionals trained in financial coaching, therapy and planning. Coaches are available via chat, email and phone to discuss a variety of financial topics, including:

Budgeting

Benefit decisions

Housing

Student loans

Public Service Student Loan Forgiveness (PSLF)

Credit card debt

Feeling overwhelmed

Improving credit

Planning major life events

Action plans and accountability

Create a more resilient tomorrow for your employees and your organization. Access the PDF to learn more or fill out the form to request a meeting with a Retirement Plan consultant today.

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Disclosure

Investment advisory services are offered by Gallagher Fiduciary Advisors, LLC ("GFA"), an SEC registered investment advisor that provides retirement, investment advisory, discretionary and independent fiduciary services. Registration as an investment adviser does not imply any specific level of skill or training and does not constitute an endorsement of the firm by the SEC. GFA is a limited liability company with Gallagher Benefit Services, Inc. as its single member. GFA may pay referral fees or other remuneration to employees of Arthur J. Gallagher & Co. or its affiliates or to independent contractors; such payments do not change our fee. Neither Arthur J. Gallagher & Co., GFA, their affiliates nor representatives provide accounting, legal or tax advice.

Securities offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Neither Osaic Wealth nor their affiliates provide accounting, legal or tax advice. Review the Osaic Form CRS

Gallagher Money Coaching services are provided in partnership with Your Money Line® and, as such, users will be required to contract directly with Your Money Line for certain services. Your Money Line is not affiliated with Gallagher companies but Gallagher companies may receive referral fees from Your Money Line under this partnership.

As a Registered Investment Advisor, Gallagher Fiduciary Advisors, LLC is required to file Form ADV Part I and Part 2A with the SEC. Part 2A of Form ADV contains information about our business operations for the use of clients. A copy of the Form ADV Part 2A can be requested by contacting the Gallagher Fiduciary Advisors, LLC Compliance Department.

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ADV Part 2, Retail

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