Workplace Wellness 

Financial Wellness Solutions for Staff

FinPath combines advanced technology and personal Wellness Coaches to empower stronger financial health in our communities.

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Did you know

7 in 10 employees report high levels of financial stress?¹

Statistics show employees often go without easily accessible or affordable financial tools, further impacting their health, productivity, and job. Whether a single parent, a young professional, an empty-nester, or a student, our mission is to give power and equal opportunity to everyone seeking financial wellness.

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Who do your employees turn to for help?

Unfortunately, most employees don’t have a financial coach so they become victims of inadequate solutions like payday loans, bad car loan deals, and high-interest mortgages.

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Lack of savings is a problem

Research shows individuals are not saving enough for emergency funds or to live a comfortable life beyond their working years.

The growing wealth gap and its impact on past and future generations can no longer be ignored.
The proof is in these alarming statistics

%

of millennials have not started saving for retirement at all

%

of Gen Xers have less than $10,000 in retirement savings

%

of people over 55 years old have no retirement savings at all

%

of Latinos in the US have $0 in savings for retirement

Our Solution

FinPath Financial Wellness

FinPath is a financial literacy program designed to empower users to approach their finances with knowledge and confidence. We’ll provide foundational knowledge to make the right financial decisions, manage budgets, and plan for the future.

how it works

Program Features

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Wellness Score Tracker

Users begin by obtaining their Wellness Score and FinPath provides personalized guidance on how to improve it—like establishing emergency savings funds, improving credit scores, lowering debt, and more.

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FinPath University

A library of interactive, self-paced courses are available to help educate users on important financial topics. Our proprietary course curriculum addresses the major financial milestones of everyday Americans

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Wellness Coach Support

Nothing can replace having a conversation with a financial professional about an individual situation. Our coaches provide assistance via in-person meetings, phone, chat, or email.

Workplace Engagement

You’ll have a full team behind you to make FinPath a success.

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Communication Campaigns

We’ll send engagement emails to help users stay connected.

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On-site Events

We’ll plan events at your campus for in-person appointments.

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Contests

Everyone likes a good contest. We’ll make financial literacy fun!

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Onboarding

We’ll be there to show you the ropes from day one.

Powerful technology. Personal financial support.
Financial Wellness Begins Here.
DISCLOSURES
TCG Advisory Services, LLC ("TCG Advisors") is a registered investment advisor regulated by the U.S. Securities and Exchange Commission (SEC) subject to the Rules and Regulations of the Investment Advisor Act of 1940, and is a part of TCG Group Holdings, LLP. Registration with the U.S. Securities and Exchange Commission does not imply a certain level of skill or training. We are located in Austin, Texas. A copy of our Form ADV Part 2 is available upon request.

This website is not authorized for use as an offer of sale or a solicitation of an offer to purchase investments. This website is for informational purposes only and does not constitute an offer to sell, a solicitation to buy, or a recommendation for any security, or as an offer to provide advisory or other services in any jurisdiction in which such offer, solicitation, purchase or sale would be unlawful under the securities laws of such jurisdiction.

Past performance may not be indicative of any future results. No current or prospective client should assume that the future performance of any investment or investment strategy referenced directly or indirectly in this brochure will perform in the same manner in the future. Different types of investments and investment strategies involve varying degrees of risk—all investing involves risk—and may experience positive or negative growth. Nothing in this brochure should be construed as guaranteeing any investment performance.

This website may contain forward-looking statements and projections that are based on our current beliefs and assumptions on information currently available that we believe to be reasonable; however, such statements necessarily involve risks, uncertainties, and assumptions, and prospective investors may not put undue reliance on any of these statements.