Gallagher Money Coaching

Learn how to differentiate your organization with a customizable financial wellbeing program that includes personal coaching.

Employers are increasingly aware that stress caused by financial insecurity can contribute to a number of health issues affecting their workforce. In a tight talent market, 73% of employees expect their employers to provide access to a financial professional when they experience a significant life event.*

Something's been missing from your existing program

Are you confident your employees are financially resilient? Do your employees fully understand how to capitalize financially on the benefits you currently provide, whether that's your retirement plan, medical plans and spending accounts, or voluntary benefits? There's a better way to maximize the value of your spend: personalized financial wellbeing for your employees with 1:1 guidance and accountability to help foster a culture of total wellbeing.

Introducing Gallagher Money Coaching

Gallagher Money Coaching is a flexible program that is centered on how a person saves, spends, invests, borrows and protects their finances — and provides them with access to professional financial problem solvers and accountability coaches. Plus, coaches can be fully educated on your benefits package to offer guidance across the board.

The solution will be delivered in partnership with Your Money Line® and Peter Dunn, a.k.a. Pete the Planner®, the CEO and Founder of Your Money Line. Mr. Dunn is regularly considered one of the foremost experts on financial wellbeing.

Watch this video to learn more from Peter and the Gallagher team:

Make individuals want to work for your organization with this unique benefit

Gallagher Money Coaching's customizable suite of solutions can include one-on-one coaching, debt reduction tools, executive programs, housing guidance, public service loan forgiveness tools, budgeting tools, retirement education, wealth management planning, and more.

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

View Now

Source

*Brightplan 2022 Wellness Barometer

Disclaimer

Gallagher Fiduciary Advisors, LLC ("GFA") is an SEC Registered Investment Advisor that provides retirement, investment advisory, discretionary/named and independent fiduciary services. 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 AJG or its affiliates or to independent contractors; such payments do not change our fee. Securities may be offered through Triad Advisors, LLC ("Triad"), member FINRA/SIPC. Triad is separately owned and other entities and/or marketing names, products or services referenced here are independent of Triad. Neither Triad, Arthur J. Gallagher & Co., GFA, their affiliates nor representatives provide accounting, legal or tax advice. Review the Triad Form CRS.

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.

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.

For compliance-related questions about our investment advisory services or to request the most current version of this relationship summary, please review our Client Relationship Summaryor call (212) 918-9685.