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[Participant Guide] Your Past, Present, and Future to Financial Wellness

Writer: CSi Advisory ServicesCSi Advisory Services

Updated: Sep 6, 2023


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Did you know that 53% of full-time employed American adults felt stressed dealing with their personal financial situations over the past few years? [1]


Financial wellness programs can be beneficial to financially-stressed employees, but there are many stages to financial wellness! Our new participant guide covers the three stages of financial wellness:

  • Paying down debt

  • Paying yourself

  • Paying for your future


Your Past, Present and Future to Financial Wellness






HUB International and CSi Advisory Services Logo




900 East 96th Street, Suite 325

Indianapolis, IN 46240

Phone: (317) 844-3256



Securities are offered through LPL Financial. Member FINRA/SIPC. Investment advisory services offered through CSi Advisory Services a registered investment advisor. CSi Advisory Services and LPL Financial are separate non-affiliated entities.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: IN, IL, DE, OH, KY, FL, NJ. PA, MD. ME. VA, NC. CO, MS, IA, LA, WY, OR, AL, MO, I, GA, CA, TN.


This information was developed as a general guide to educate plan sponsors and is not intended as authoritative guidance or tax/legal advice. Each plan has unique requirements and you should consult your attorney or tax advisor for guidance on your specific situation.

2019© 401k Marketing, LLC.  All rights reserved. Proprietary and confidential.  Do not copy or distribute outside original intent.

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900 East 96th Street, Suite 325

Indianapolis, IN 46240

Contact Us Directly:

Phone: (317) 844-3256

Email: info@csiadvisoryservices.com

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Securities are offered through LPL Financial.  Member FINRA/SIPC.  Investment advisory services offered through Global Retirement Partners, LLC, an SEC registered investment advisor. Insurance services offered through HUB International. Global Retirement Partners and HUB International are not affiliated with LPL Financial.  

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: IN, IL, DE, OH, KY, FL, NJ, PA, MD. ME. VA, NC, CO, MS, IA, LA, WY, OR, AL, MO, GA, CA, TN.

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