Bring Sun Group Wealth Partners to work.
Your team works hard. You care about them. And, we’re here to help coach them through their money questions and decisions, ensuring that their money works just as hard for them.
Sun Group Wealth Partners At Work is an impactful and experienced financial wellness benefit designed for companies that want to support their employees, not just on the job, but in life.
We meet employees where they are, able to meet at lunch or after hours, and help them build a financial plan that’s personalized, private, and grounded in real-world guidance.
Everything is virtual, secure, and simple to access.
Here’s how we help:
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Coach and create a custom money plan that fits your life, income, goals, and timeline
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Set up a spending plan aka budget that works (and still lets you live)
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Save for the “just in case” aka Build an emergency fund with smart, doable steps
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Understand your savings options 401(k) vs. Roth 401(k), IRA vs. Roth IRA, and more
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Show you how to make decisions about company stock, pensions, and savings
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Tackle any debt with a plan including student loans and credit cards
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Save for loved ones and your future with strategies you can stick to
All sessions are private. Everything is done online. No pressure. Just straightforward guidance from experienced professionals.
For Employers
Bringing At Work to your team shows them that you care, not just about their work, but about their future. And it’s easy to offer. We handle everything. Your team gets access to a valued, experienced financial professional in a secure, virtual setting, without needing to leave their desk.