CSi Advisory Services[Participant Guide] Your Past, Present, and Future to Financial Wellness
Updated: Aug 31
Did you know that 53% of full-time employed American adults felt stressed dealing with their personal financial situations over the past few years? [1]
Financial wellness programs can be beneficial to financially-stressed employees, but there are many stages to financial wellness! Our new participant guide covers the three stages of financial wellness:
Paying down debt
Paying yourself
Paying for your future
Your Past, Present and Future to Financial Wellness
900 East 96th Street, Suite 325
Indianapolis, IN 46240
Email: info@csiadvisoryservices.com
Phone: (317) 844-3256
Website: www.csiadvisoryservices.com
[1] PwC, “Special Report: Financial stress and the bottom line,” September 2017.
Securities are offered through LPL Financial. Member FINRA/SIPC. Investment advisory services offered through CSi Advisory Services a registered investment advisor. CSi Advisory Services and LPL Financial are separate non-affiliated entities.
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: IN, IL, DE, OH, KY, FL, NJ. PA, MD. ME. VA, NC. CO, MS, IA, LA, WY, OR, AL, MO, I, GA, CA, TN.
This information was developed as a general guide to educate plan sponsors and is not intended as authoritative guidance or tax/legal advice. Each plan has unique requirements and you should consult your attorney or tax advisor for guidance on your specific situation.
2019© 401k Marketing, LLC. All rights reserved. Proprietary and confidential. Do not copy or distribute outside original intent.