GuideSteps is an exclusive financial wellness program developed by Spectrum Investment Advisors. It provides employees with a guided approach to help identify, prioritize and take steps to improve their financial picture.
The Experts Behind GuideSteps
At Spectrum Investment Advisors, we understand that while employer and employee needs are unique, they are deeply entwined. That is why we developed GuideSteps to empower a company’s most valuable resource: its employees.
Financial stress takes a toll on employees.
Employees who are stressed about finances often bring their worries to work, which can impact company culture, interfere with focus and productivity and negatively affect employee health.
admit that finances have
been a distraction at work.*
prefer to work for a company that cares about their financial well-being.*
Greater Insurance Premiums
have avoided addressing
a medical issue
due to cost.*
Employees want help with personal finances.
When it comes to personal finances, nearly 9 out of 10 employees want help.*
Help them take control of their financial future with a financial wellness program designed to help them manage every step of the journey, including a custom wellness report, actionable steps and a professional financial advisor.
Working towards a solid financial plan takes time and commitment. But that doesn't mean it has to be complex.
GuideSteps takes the guesswork out of financial planning by simplifying the process. Whether employees need to establish an emergency fund, want to maximize retirement savings or are looking for guidance about Social Security, we are here to help them manage every step of the journey.
WORKPLACE RETIREMENT PLAN
INSURANCE & PROTECTION NEEDS
LEGACY & ESTATE PLANNING
ADDITIONAL INVESTMENTS & SAVINGS
No matter where you are on the journey, GuideSteps provides education and guidance.
Click a button below to learn how it works for:
How GuideSteps Works:
Company chooses to adopt the GuideSteps program.
Spectrum communicates with employees to schedule one-on-one consultations.
Each employee who engages with a Spectrum Advisor will receive a Financial Wellness Report and ongoing reviews.
Program updates and engagement reports will be provided to help track success.