Financial Wellness for your employees

This service can be used as a stand-alone employee benefit or paired with a retirement plan!

We have teamed up with Savology to bring you and your employees the ultimate financial wellness tool. Your employees will have access to many benefits including:

Savology Financial Plan complete with score card & action items to help employees improve their financial situation.
Financial Wellness courses
Tools & Resources
Monthly group meetings with financial advisor
Discounts on financial products such as willandtrust.com
access to one-on-one meetings with financial advisor

Employee Wellness plans start as low as $100/month and are a great benefit to your employees!

488 Blue Lakes blvd n

twin falls, id 83301

(208) 944-9244

Strategic Financial Group is a dba of Clear Creek Financial Management, LLC. a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Clear Creek Financial Management, LLC and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Clear Creek Financial Management, LLC unless a client service agreement is in place. For firms utilizing a “Disclosure Page” please feature the following: Clear Creek Financial Management, LLC is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Clear Creek Financial Management, LLC and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Clear Creek Financial Management, LLC unless a client service agreement is in place. Clear Creek Financial Management, LLC provides links for your convenience to websites produced by other providers or industry related material. Accessing websites through links directs you away from our website. Clear Creek Financial Management, LLC is not responsible for errors or omissions in the material on third party websites, and does not necessarily approve of or endorse the information provided. Users who gain access to third party websites may be subject to the copyright and other restrictions on use imposed by those providers and assume responsibility and risk from use of those websites.

Form CRS:

https://reports.adviserinfo.sec.gov/crs/crs_170602.pdf