FOR RETIREMENT ADVISORS

Deliver value beyond cutting basis points

Offer complete financial wellness to your plan sponsors and protect your business from fee compression with Your Money Line.
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See your price

You help clients plan for tomorrow.
We help them navigate today.

As a retirement plan or investment advisor, your strength is growing assets and protecting futures. When your participant conversations get derailed by short-term crises—debt, budgeting, cash flow—it hurts. With Your Money Line, you can help participants navigate their current financial challenges and continue to grow your business.

Together, we take participants from financially surviving to thriving.

Get time back to focus on business growth

While you’re focused on building and strengthening plan sponsor and wealth management relationships, your clients get unlimited 1:1 coaching and support.

Tee-up more conversations and contributions.

Participants who engage with Your Money Line contribute 11% more toward retirement. That’s better for them—and great for plan metrics.


Add value for plan sponsors.

RFP-proof your business by offering plan sponsors a financial wellness solution that goes beyond traditional retirement planning.

Grow your team by extension.

Increase your capacity to take on more, without sacrificing great service or hiring more advisors to handle the same workload.

Your Money Line partners benefit from:

Revenue allowance

Our partners get preferred pricing and a revenue allowance, meaning you control your revenue and margins.

Private label

Strengthen participant brand awareness with an online experience that looks and feels like you.

Client insights

Get insights into the financial health of your plan sponsors' clients to strengthen your connections and recommendations.

Workplace wellness that actually works

Meet a few of the HR and benefits pros leading the way on financial wellness

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First Name

Title

“If you are struggling financially, it can take a toll on your emotional and physical well-being, which is why we focus on making sure every employee is overall healthy and well.”

Katelyn Jakoby

Health and Wellness Associate

It’s something that is important for us that we target wellness holistically for our team members and their families. And we realized financial wellness is where we can have a huge impact.

Shanoah Castlen

Total Rewards Specialist

I appreciate that it's completely objective. There's no product being pushed... This gives our employees a resource that the district has paid for while allowing them the privacy and confidentiality they need.

Angie Smith

Associate Superintendent for Operations

Your Money Line has been a game-changer for us. We've seen positive impacts across all generations of our workforce. The feedback from our clients... has been truly encouraging.

Stephanie DiBlasio

VP of Human Resources and Administration

This past year, there’s been over a million dollars of student loan debt forgiven for my employees with the assistance of Your Money Line. This is one of the most positive employee relations initiatives I've ever been involved with.

Roger McMichael

Associate Superintendent

Ready to elevate your value?

Deliver more to plan sponsors and participants with Your Money Line

Watch a demo