Wealth Solutions

Financial Planning Services

Planning for tomorrow has never been easier

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Financial planning can be a complex and confusing undertaking. Employees need personalized financial support to help them meet their objectives and improve their overall financial wellness. Alight Solutions’ Financial Planning Services give employees the knowledge, tools, and personalized support they need to confidently reach their financial goals.

Taking control of your financial future

Alight’s licensed financial advisors provide education and planning services for employees in every stage of their financial lives. This personalized service helps employees take greater control of their financial wellbeing by helping them clarify personal financial goals, manage financial resources, and develop a strategy tailored to their individual needs.

Perfecting a personal plan

Each employee is unique. Our advisors take this into consideration when assessing the key areas that are critical to effective financial planning, such as income allocation, saving for important life events, planning for retirement, managing risk, and more. Not only does this service help employees better understand their current financial state and long-term financial strategy and timeline, but it enables them to take advantage of the full value of other company-provided benefits.

Tailored, online tools

Employees can track their financial objectives, such as retirement savings, college funding, and income replacement, on our robust online planning software tool. The tool also provides an analysis of the employees’ current investments and suggests alternative asset allocation strategies and outcomes. Completing the online financial questionnaire easily enables the user to request a financial planner who can best oversee the development of a personalized financial strategy to meet the employees’ goals.

Convenient services on your own terms

Alight understands that different employees may prefer different ways to access financial planning assistance. We offer our financial planning services through our robust online tools as well as through our Financial Wellness Center, which currently serves more than 75 large plan sponsors and three million plan participants across multiple industry sectors.

Check out our brochure to learn more on planning for your financial future.

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Leading with what matters

Our professional financial advisors do not earn commission or incentives on product sells; they are trained to provide expert insight and assistance in developing a plan that uniquely caters to your financial needs.

Benefits planning and guidance

Understanding company-provided retirement and insurance benefits and deciding how best to utilize them can be quite a daunting task. Our financial planners can provide guidance to employees in assessing their needs and goals, such as:

  • Analyzing the optimal mix of benefits for you and your family
  • Assessing your savings strategies and modeling various what-if scenarios
  • Balancing savings for retirement, college, home improvement, and other financial goals
  • Understanding how insurance can be used in the event of a sudden loss of income
  • Providing an estate planning checklist

Qualified and experienced financial planners

Alight Financial Planning Services are provided by a team of licensed investment advisor representatives who have the experience and training to help employees develop personalized financial plans. Many of our experts hold the Chartered Retirement Plan Counselor Designation or a Certified Financial Planner™ designation, and bring on average over 15 years of experience to the Alight team.

All are trained to answer questions specific to:

  • Qualified retirement plans, IRAs, and other financial vehicles
  • Investment topics, such as mutual funds and asset allocation
  • General financial planning topics (debt management, saving for college, or retirement planning)

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At Alight, we are reimagining how people and organizations thrive.

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