We Specialize in Retirement Benefits and Financial Wellness For Employees
Financial stress does not stay at home.
It follows employees into the workplace, affecting focus, productivity, and long-term confidence. Elevated Financial Wellness helps employers address those challenges with customized education, personal assessments, advisor access, and reporting designed to improve employee engagement and support smarter benefits planning.
80% of employers report that financial stress is lowering employee productivity levels, costing businesses nearly half a trillion dollars annually.
Why Elevated?
A More Personalized Financial Wellness Approach
Elevated Retirement Group and Elevated Financial Wellness work together to deliver a complete financial wellness and retirement ecosystem for individuals and organizations. We use a customized approach aimed to increase employee engagement and participation rates to drive financial confidence and retirement readiness for your team. Employees gain access to assessments, educational resources, planning tools, and one-on-one strategy opportunities, while employers receive meaningful support and reporting to help guide benefits decisions.
Key Benefits
Proprietary technology platform that assesses individual financial needs
Education-first approach
Complimentary 1:1 strategy meetings with our Vetted, Licensed Financial Advisors
Data analytics and reporting to support HR decision-making
Year-round education tailored to employee assessment data
Personalized support that drives engagement
How It Works
Your Financial Wellness Roadmap
Our process is designed to help employers launch, support, and sustain a financial wellness program that is practical, measurable, and easy for employees to engage with.
Retirement Planning Education Programs Designed for Every Stage of the Employee Journey
Elevated Financial Wellness offers education programs that support both broad financial wellness goals and more focused retirement planning needs. Whether your team needs day-to-day financial education, lunch and learns, or deeper retirement preparation, programs can be tailored to your workforce and company objectives.
Featured Program: Retirement Planning in Today’s Economy
This featured program gives employees access to personal assessments, comprehensive education, and complimentary one-on-one meetings with a fiduciary advisor.
Flexible Lunch and Learn Programs
Elevated offers 60-minute sessions designed to address the areas that commonly create financial stress and retirement anxiety for employees.
Retirement Plans That Do More Than Save
Elevated 401(k) integrates financial wellness, education, and fiduciary guidance into one solution
Built for business owners, HR professionals, benefits and wellness managers who want to offer more value while managing complexity.
Why It Matters
- 67% of employees report financial stress affects their productivity
- Plans with education and transparency show 25% high participation
- Employers offering financial wellness programs see lower turnover
What You Get
With Elevated 401(k), you gain fiduciary-grade oversight and a transparent, competitive fee structure designed to keep your plan aligned with your goals. Your investment lineup is tailored to today’s workforce, while personalized retirement guidance connects employees with experienced advisors who can support their long-term financial decisions.
Beyond the plan itself, you provide access to financial wellness tools, workshops, and educational resources that help employees better manage budgeting, debt, tax planning, and investing. At the administrative level, your team receives dedicated HR support, including compliance guidance, plan design reviews, and data reporting - helping reduce internal burden while keeping your plan running efficiently.
Support Employees While Strengthening Your Benefits Strategy
Elevated does more than provide educational content. The platform also helps employers and HR teams better understand workforce needs through group-level assessment data. That insight can help organizations refine benefit offerings, improve communication, and create a more strategic approach to employee financial wellness.
Bring Financial Wellness to Your Organization
Learn how Elevated can provide financial wellness education, personalized support, and retirement planning resources to your workforce at no cost to the employer.
Schedule a demo todaySee How It Works
*Source: Why Your Employees’ Financial Well-Being Affects Your Corporate Brand
Investment Advisory Services offered through Elevated Capital Advisors, LLC, an SEC Registered Investment Advisor.
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