PLANtED

planning + tools + education = financial wellness

Helping companies attract and retain employees through financial wellness.

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Employees need financial help beyond a paycheck

No one is better positioned to help them than their employer
52%
of Americans
Have less than $10,000 saved for retirement
64%
of Americans
Can't cover a $1,000 emergency
78%
of Americans
Live paycheck to paycheck

86% of employees would participate in a financial education program provided by their employer

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You're The CEO

As Your Guide, We'll Help You Make The Right Financial Decisions.

FIDUCIARY 401(K) PLAN MANAGEMENT

We serve as your co-fiduciary, helping carry the burden to act prudently and in the best interest of plan participants.

RISK NUMBER GUIDANCE FOR PARTICIPANTS

We use cutting edge technology based on Nobel prize winning research to help plan participants invest with more confidence.

CORPORATE FINANCIAL WELLNESS

We equip your employees with the planning, tools, and education they need to thrive financially.

Technology That Works For Your Employees

Personal Financial Website

Give your employees their very own personal financial website to give them a clear vision on where they stand so they can make sound financial decisions every time.

Investment Alignment Dashboard

Help your employees take the guesswork out of investing and feel confident that their investments are on track.

Resources

The best retirement plan for small businesses: SIMPLE IRA or 401(k)?

Should You Invest at All-Time Highs? Perhaps!

Roth Conversion - What It Is, How It Works, & When To Do One

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More ways to meet for your convenience!

Oklahoma City

600 NW 23rd Street
Suite 102
OKC, OK 73103

(405) 928-4422
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(405) 928-4422
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Charles Schwab
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Vault Wealth Strategies, LLC is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Vault Wealth Strategies, 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 Vault Wealth Strategies, LLC unless a client service agreement is in place.