Products February 8, 2019

TCG Advisors Launches Workplace Financial Wellness Program

The program features personalized recommendations to improve financial wellness, learning modules, a planning toolkit and access to coaches and Certified Financial Planners.

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TCG Advisors launched FinPath, a new workplace financial wellness program.

The FinPath platform analyzes each user’s financial profile to determine a unique wellness score and provides personalized recommendations on improving it. Interactive learning modules educate users on topics like budgeting, buying a home, managing debt, saving for retirement, and more. A planning toolkit allows users to aggregate their financial accounts under one dashboard to create better budgets. There’s also a portal just for retirement and pension accounts.

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FinPath offers access to personal wellness coaches and Certified Financial Planners who are available to answer specific questions and give unbiased professional financial advice. In addition to having one-on-one meetings, wellness coaches also teach online classes on personal finance topics relevant to everyday Americans.

“Our mission with FinPath is to provide an equal opportunity for everyone to learn how to manage their hard-earned money,” says John Pesce, CEO of TCG Advisors. “No one should have to struggle to have access to the knowledge they need to live a healthy, financially secure life.”

FinPath is now enrolling new clients and is available for direct procurement or through the ESC Region 10 RAMS and OMNIA Partners Public Sector (subsidiary National IPA) purchasing co-ops. A demo may be requested by visiting www.finpathwellness.com, calling 512-600-5222, or emailing finpath@tcgservices.com.

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