Welcome to Wealth Steps

A Company Sponsored
Financial Wellness Program

Your journey to a balanced
financial life starts here.

People work hard to make the most of their income and create momentum with their money — amidst a lot of financial clutter, and often without the benefit of a clear-cut financial strategy.

So, what if life doesn't go as planned?

What if you don't save as much as you thought you would? Or your investments don't produce as you had hoped? Or unexpected losses or expenses pop up (career, education, health, home, car), as they often do?

45%

of Employees say that
financial matters cause them
the most stress in their lives.

Source: Employee
Financial Wellness Survey,
PWC, 2016

INTRODUCING

Wealth Steps is a company-sponsored financial wellness program that introduces employees to essential personal finance concepts from a unique balance sheet perspective. It's a learning experience that can have a powerful effect on financial decision-making so participants can achieve a higher degree of control over their lifetime earnings and overall financial picture.

The step-by-step approach of Wealth Steps shows you the simple logic and the ideal order of financial decision-making that will guide you toward a solid financial future with clarity, confidence, and security.

Wealth Steps benefits both company and employee.

The
Wealth Steps
Approach

Combine the power of non-traditional planning
and uncommon knowledge into a seamless,
turnkey solution for financial balance.

Discover, Learn, Take Action.

Wealth Steps is a customizable,
turnkey program that offers:

Knowledge

Series of customizable, in-person and/or web-based workshops supported by automated communications.

Content tailored to benefit any group or segment of employees.

Access

Participants get access to a secure, private, confidential website and receive a personalized scorecard.

Interactive learning tools, videos, articles, and other valuable resources.

Coaching

Access to a complimentary, one-on-one consultation with a professional Wealth Steps specialist.

Ability to meet with a financial professional in-person or via the web.

Do you want to learn more
about how to bring Wealth Steps to your company?

Wealth Steps is a service mark of The Guardian Life Insurance Company of America ® (Guardian), New York, NY 10004.
© 2018 Guardian. 2017-38053 Exp. 03/2019

Disclosures

Securities products [and advisory services] offered through Park Avenue Securities LLC (PAS), member FINRA & . SIPC . OSJ: 3585 MAPLE STREET SUITE 140 VENTURA, CA 93003, ph# 909.399.1100. PAS is an indirect, wholly owned subsidiary of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Pacific Advisors Insurance is not an affiliate or subsidiary of PAS or Guardian. CA License #0605098 Important Disclosures

2018-66795 Exp 09/20