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My Secure Advantage

Founded 1999
Roseville, CA

Lives Serviced Annually: This information is only available to authorized Shortlister users

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Group Sizes Serviced: This information is only available to authorized Shortlister users

Programs Offered

  • Financial Wellness

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My Secure Advantage

My Secure Advantage (MSA) provides a holistic approach to transforming employee financial well-being through 1:1 telephonic money coaching, budgeting software, on-site and web-based education, and website resources. Since 1999 we have served over 27 million lives, helping employees save more, stress less, build confidence and feel in control of their future and finances.

MSA money coaches are staffed, salaried professionals who have an average of eighteen years’ experience, which include CFP® Professionals, Certified Public Accountants, former bankers, investment specialists, and many other areas of financial expertise.

We proudly work with and serve many of the nation’s largest health care organizations, financial institutions, insurance agencies, state and federal governments and municipalities, as well as national associations.

Value Proposition

Providing an ROI starts with understanding each company’s unique business objectives for creating a customized financial wellness solution to drive participation and behavior change. We develop, design and implement sustainable marketing plans that drive utilization while minimizing employer effort.

Based upon employee needs and an employer’s budget, we offer multiple product options. Each offering includes a Customer Success Manager, initial implementation meetings and ongoing support, marketing materials, reporting, on-site education and an employee rewards program.

When it comes to value and standing out from the crowd, our program shines!
• No Product Sales – Money coaches are objective educators with no hidden agendas!
• Covers Every Topic – It’s more than 401(k) education. We cover every financial topic!
• For All Employees – Regardless of background, salary, age, or stage of life, we can help!
• Benefits Integration – We educate employees and drive participation in other employer benefits!
• Behavior Change – Human interaction is the most effective tool to drive behavior change!
• Team Approach – Every employee is assigned a primary Money Coach and coach specialist based upon short and long-term goals!

All in all, MSA is the total package for financial wellness.