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Why It Matters
Financial stress shows up at work—impacting focus, productivity, and retention.
StraightLine helps your employees feel more confident with their money so they can show up fully at work.
StraightLine helps your employees feel more confident with their money so they can show up fully at work.
What We Do
We help your employees understand and make the most of their retirement benefits.
StraightLine is a financial planning and investment management firm that helps individuals and families make confident, informed decisions about their money. We partner with employers to support employees participating in 401(k), 403(b), and 457 retirement plans by providing education, personalized advice, and fiduciary investment guidance. Our integrated financial wellness approach combines technology, coaching, and comprehensive planning in a way that is scalable and easy for HR teams to implement within existing retirement plan structures.
StraightLine is a financial planning and investment management firm that helps individuals and families make confident, informed decisions about their money. We partner with employers to support employees participating in 401(k), 403(b), and 457 retirement plans by providing education, personalized advice, and fiduciary investment guidance. Our integrated financial wellness approach combines technology, coaching, and comprehensive planning in a way that is scalable and easy for HR teams to implement within existing retirement plan structures.
What We Deliver
A simple, scalable financial wellness benefit that combines smart technology with real human support.
- Personalized Financial Dashboard
See all accounts in one place, track spending, and set goals - Certified Financial Coaching (1-on-1 Confidential Coaching)
Real conversations with experienced financial professionals - Workshops & Education
Practical guidance on topics like budgeting, debt, home buying, and retirement - Ongoing Support
Tools and coaching that grow with employees through every life stage
What This Means for You
- Employees may become less stressed and more focused
- A benefit that supports retention and engagement
- A program that enhances your existing benefits offering
- Easy implementation with minimal lift for HR teams
Built to Fit Your Organization
StraightLine's Financial Wellness Solution integrates seamlessly with most retirement plans and benefits. No heavy lift, no disruption!
Why StraightLine
StraightLine works as a Fiduciary to our clients and we not sell products. Our interests are aligned with yours and your employees. The StraightLine fee is the same for managing assets in an employer-sponsored plan or in an IRA, so we have no reason to move assets unless it is right for each personal situation.
We understand your benefits—and how to help your team get the most from them.
We understand your benefits—and how to help your team get the most from them.
If you made it this far, you must care about your employees. We do, too!
Talk to us about how our Financial Wellness Solution is different.
CLICK HERE TO LEARN MORE ABOUT STRAIGHTLINE
Have questions? Want a quick conversation? We’re happy to help.
DISCLOSURE:
StraightLine Group, LLC (“StraightLine”) is a registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. Investing involves risk, including the possibility of loss of principal. Financial wellness educational information should not be regarded as a recommendation for any transaction or investment, financial or other advice of any kind, nor constitute or imply any commitment whatsoever, including, without limitation, an offer to purchase, sell or hold any security, investment, loan or other financial product. Upon receiving the educational information from the program, you should consult with a financial, legal or tax professional before application to your specific situation. For more information about StraightLine, including our Form ADV Part 2A Brochure, please visit https://adviserinfo.sec.gov/firm/summary/127401 or contact us at 248-269-8366.
StraightLine Group, LLC (“StraightLine”) is a registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. Investing involves risk, including the possibility of loss of principal. Financial wellness educational information should not be regarded as a recommendation for any transaction or investment, financial or other advice of any kind, nor constitute or imply any commitment whatsoever, including, without limitation, an offer to purchase, sell or hold any security, investment, loan or other financial product. Upon receiving the educational information from the program, you should consult with a financial, legal or tax professional before application to your specific situation. For more information about StraightLine, including our Form ADV Part 2A Brochure, please visit https://adviserinfo.sec.gov/firm/summary/127401 or contact us at 248-269-8366.
