intellicents University Hones in on Financial Wellness

Partnering with Financial Finesse, intellicents is rolling out a new comprehensive financial wellness program.

intellicents is rolling out financial wellness services to its corporate and public employer clients through its new intellicents university.

“Only 52% of Americans are on track to have enough money to maintain their same standard of living when they retire,” says Grant Arends, president of intellicents. “We encourage our 401(k) and 403(b) clients to set the goal of having 75% of their tenured employees on track for a successful retirement. We can’t expect 401(k) or 403(b) participants to contribute more when they don’t have a family budget, can’t balance their checkbook, and are maxed out on numerous credit cards. We are now starting to roll out intellicents university to our clients, which will provide full financial wellness services to their employees. The goal of intellicents university is to educate and assist participants in getting their finances in order.”

Through its membership in the GRP Advisor Alliance, intellicents is partnering with Financial Finesse, a provider of financial coaching and guidance. The service is being offering to employees as an employer-paid benefit through intellicents university.

“intellicents is taking a proactive approach to improving retirement outcomes for their clients,” says Liz Davidson, CEO and founder of Financial Finesse. “In this partnership, intellicents university will be offering customized corporate sponsored financial wellness campaigns for their clients designed to diagnose and address the specific financial concerns expressed by each client’s employees; a self-directed financial wellness portal branded for each employer that provides the tools their employees need to address their financial concerns, a financial call center staffed by certified financial planners who will address employee financial concerns, and a customized employer aggregate report outlining the top financial concerns expressed by their workforce.”

“With a shared vision of elevating financial confidence with employees and plan sponsors, GRPAA is proud to partner with intellicents and Financial Finesse to deliver this best-in-class suite of services,” says Bill Chetney, GRP Advisor Alliance Founder. “We believe in strength through collaboration and innovation, and we look forward to working together to help more Americans achieve financial fulfillment.”