My Secure Advantage

About My Secure Advantage

Empowering employees to take charge of their financial future, My Secure Advantage (MSA) is on a mission to change financial stress in the workplace, one employee at a time. Our holistic financial wellness program blends 1:1 telephonic financial coaching with budgeting software and on-demand video courses to inspire people to improve financial habits and realize financial dreams. Our team of financial pros, have completed over 2 million appointments, average 22+ years’ experience, and include designations such as CFP® Professionals, Certified Public Accountants Accredited Financial Counselors and more.

For employers, our program provides the best overall value with life changing outcomes. Our personalized approach includes utilization reporting, customized registration page, account management, promotional resources, on-site class education, web-based webinar broadcasts, and product configuration to work within every budget. Worried about security? We meet healthcare and Soc2 standards. Need integration? Our platform integrates your corporate benefit offering and is configurable for existing wellness platforms. Privacy a concern? As a privately held company we have no hidden agendas we do not sell or share employee data ever.

Value Proposition

Secretly we all wish we have a mentor for our money, right? Sharing goals, struggles and everyday issues with a Money Coach, employees finally have an outlet for tackling personal finance. Our team of coaches are unbiased, salaried, don’t sell products or manage money, and are matched to employees based on individual goals, needs and life events.

Ready to be a company hero? Together let’s inspire employees to be their financial best! Schedule a demo to learn about our features, outcomes, and proven process.

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