WellCents 4+
401(k) Producer Services, Inc
專為 iPad 設計
-
- 免費
螢幕截圖
描述
WellCents is a guidance based, beginning to end financial wellness program that helps create financial wellbeing. Our goal is to help your employees reach a financially sound life, ultimately leading to a successful retirement!
WellCents begins with an online Financial Wellness Assessment to help gauge overall financial wellness. Upon completion, a Financial Wellness Score is given and a customized action plan based on individual needs and goals is prescribed.
Tailored group education workshops and one-on-one meetings are available to help provide guidance
beyond the scope of the retirement plan to help address any financial needs and goals.
These meeting topics may include, but are not
limited to:
- Retirement planning
- Debt reduction
- Budget planning
- Asset allocation and investing
- Life insurance analysis
- And much more!
最新功能
版本 1.0.10
Bug fixes and performance improvements.
App 私隱
開發者表明401(k) Producer Services, Inc的私隱慣例或包括下列資料的處理。詳情請參閱開發者的私隱政策。
與你連結的資料
開發者可能會收集以下資料並連結你的個人身份：
- 聯絡資料
- 使用資料
私隱慣例或因使用的功能或年齡等因素而異。進一步了解
資料
- 供應商
- 401k Producer Services, Inc.
- 大小
- 35.9 MB
- 類別
- 商業
- 兼容性
-
- iPhone
- 須使用 iOS 8.0 或以上版本。
- iPad
- 須使用 iPadOS 8.0 或以上版本。
- iPod touch
- 須使用 iOS 8.0 或以上版本。
- Mac
- 須使用 macOS 11.0 或以上版本及配備 Apple M1 或以上版本晶片的 Mac。
- Apple Vision
- 須使用 visionOS 1.0 或以上版本。
- 語言
- 年齡
- 4+
- Copyright
- © info@mywellcents.com
- 價格
- 免費