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Over

50%

of employees

don't believe their company cares about them.*

We can help you fix that  

Fi-Care Financial Wellness Benefits

The Fi-Care Financial Wellness Benefits program was developed for forward thinking business owners who believe in supporting their employees’ financial well-being.

Let our team help you build a culture of financial confidence and commitment among your employees by offering a financial wellness program that works.  

Your Employees Deserve a Better Return On Life


37%*

Number of Millennials that feel like they are distracted at work by their personal finances

3 hours*

Time per week dealing with these personal issues

For a $75,000 salary, that's a 

$5,600

yearly loss in productivity per employee.

How Our Fi-Care Program Works For Your Team

The Fi-Care Financial Wellness Benefits program provides your team members with a CERTIFIED FINANCIAL PLANNER™ to help them set short and long term personal goals. 

Our goal is to help remedy your employees financial issues before they sit down to work by creating a better Return On Life (ROL). We’ll give your employees the tools they need to help manage their finances in a way that improves their life and your company’s productivity.

Develop a Plan

Develop a goal-based plan to solve budgeting, investing, retirement planning, and many other financial concerns.

Provide Guidance

Provide ongoing planning and guidance to help relieve your employees of their financial strains.

Support Your Team

Allow your team members to make smart financial choices and ultimately maximize their time and focus at work.

A CERTIFIED FINANCIAL PLANNER™ Dedicated to Helping Your Employees Achieve Their Personal Goals


 


Sample Fi-Care Financial Wellness Program Calendar

January

Intro and Goals Meeting
Annual Budgeting & Debt Review
Check Annual Credit Score
Quarterly Newsletter

February

Rebalance Investment Accounts

March

IRA Contribution Check-In
Update College & Retirement Projections

April

Quarterly Newsletter

May

Check-In On Ongoing Action Items
Insurance Policy Review/Check-In

June

Mid-Year Market Review

July

Mid-Year Cash Flow Check-In
Rebalance Investment Accounts
Quarterly Newsletter

August

September

Estate Planning Check-In

October

Quarterly Newsletter
Annual Client Appreciation Event

November

End-Of-Year Tax Planning Review

December

Annual Goal Recap
Legend
Investments
Financial Planning
Reporting/Newsletter
Client Meeting/Event

CFP and Certified Financial Planner marks are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements. Those wanting to become a CFP professional must take extensive exams in the areas of financial planning, taxes, insurance, estate planning and retirement. Attaining the CFP designation takes experience and a substantial amount of work. CFP professionals must also complete continuing education programs each year to maintain their certification status.

Low-Cost 401(k) Plans for Your Employees

Pairing Fi-Care Financial Wellness Benefits with a low-cost 401k plan can ensure your employees get the most out of their benefits.  

Professionally managed

We look after your employees’ best interests so you can focus on your business. 

Simple set up

Reduce human resources headache with automated online enrollment, administration and recordkeeping.

Low-cost

Low investment fees translate into higher account balances and more money for your employees in retirement 

Lower legal risk

Business owners have a legal obligation to make sure their 401(k) plan is run in the best interests of participants. We provide fiduciary support and partner with you to help mitigate investment risks of the plan. 


Ready to launch a new 401(k) plan

or want a price comparison of your current plan?

email us or learn more 


Give Your Employees a Better Return On Life.

Get Started Today


Sean Condon, CFP® Photo

Sean Condon, CFP®

Wealth Advisor, Financial Planner
Read Bio

Sean specializes in helping entrepreneurs build a culture of financial confidence by offering their employees unprecedented access to a CERTIFIED FINANCIAL PLANNER™. 

Sean joined Windgate Wealth Management in 2006. As a CERTIFIED FINANCIAL PLANNER™, he works in a technically competent manner to help reduce clients’ anxiety about money issues. As an Investment Advisor Representative at Windgate Wealth Management, Sean acts as a fiduciary, which means always putting clients best interests first. Part of an employee-owned team, Sean takes an owner’s approach and does his best to understand the many elements of our clients’ own entrepreneurial journeys. Sean has more than ten years of experience in the investment industry and has contributed to USA Today – Personal Finance.

Sean serves on the board of the Firefighters Pension of River Forest, IL, where he lives with his wife and three children.


Michael Corbett Photo

Michael Corbett

CEO, CIO
Read Bio

Michael is Chief Executive Officer and Chief Investment Officer for all Windgate Wealth Management investment strategies. He is an Investment Advisor Representative at Windgate Wealth Management. Michael began his career at Windgate Wealth Management in 1990 and assumed ownership of the firm in 2013. Michael’s insight regarding investing is sought after by a variety of financial media outlets, including CNBC and The New York Times. He has been named as a Five Star Wealth Manager for three years in a row beginning in 2015. 

Five Star Professional employs a rigorous research process to identify the Five Star Wealth Manager award winners in the Chicago area. Award-winning professionals are carefully selected from among thousands of wealth managers for their knowledge, service, and experience. Award winners represent an exclusive group of wealth managers who demonstrate excellence in their field by satisfying 10 objective selection criteria. For more information, click here.



Equip Your Employees With the Benefits and Financial Tools They Need to Prosper.

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The Benefits of Building a Culture of Financial Confidence

Illinois Technology Association (ITA)* and Windgate Wealth Offer Employer Guide to Financial Wellness

The biggest component of employee happiness is also one that is often thought of as a taboo subject in professional settings: money.

Make an impact. Empower your employees with professional financial guidance.

For companies who believe in supporting the financial well-being of their employees, Windgate Wealth Management , together with the Illinois Technology Association (ITA), provide practical insights on the budding trend of financial wellness employee benefits in a new white paper The Benefits of Building a Culture of Financial Confidence.

The piece, which can be downloaded here, provides employers with strategies to address the fact that less than half of workers believe their employer cares about their financial well-being. A much higher percentage (77% of Millennials, 73% of Gen X, and 55% of Baby Boomers) indicate that they are more likely to be attracted to a company that does care.

Download Now

*The Illinois Technology Association (ITA) is a not-for-profit organization serving the technology community at large in Illinois and Chicago. Windgate Wealth Management is a member of the ITA.


Employee Benefits Assistance Based in Chicago, Illinois


Let’s talk.

Ready to offer your employees financial guidance from a CERTIFIED FINANCIAL PLANNER™? Schedule your initial consultation today.

Schedule a Meeting

Looking for advice beyond employee benefits? Visit our parent website Windgate Wealth Management for financial planning and wealth management information tailored to individuals and business owners.