for Employers




We believe a true Financial Wellness Benefit should cover all aspects of an employee’s financial life. This is why GOPLAN GROUPS covers everything from budgeting and taxes all the way to retirement planning and long-term care.

We are a FULLY comprehensive benefit with online and offline resources to better assist your employees on their journey to

Our Resource Center is comprised of Articles, Videos, Training Material, Webinars, Podcasts and more!

We have topics that cover all aspects of your employee’s lives.  Topics include: Estate, Wills, Trusts, Social Security, Medicare, Mortgages, Student Loans, Credit Card Debt, Education Planning, Education Funding, Life Insurance, Long Term Care, Retirement Planning, Budget Planning, Taxes, Investing, and Investments.

Request A Demo

Each employee will gain access to eMoney's comprehensive wealth management platform! They can start planning and saving for their financial goals while staying organized. 

Learning to properly manage money is one of the key steps to alleviate the financial stress your employees are under on a day to day basis. 

Request A Demo

A pivot back to human advice! GoPlan Groups offers one-on-one coaching sessions for each of your employees. Our coaches serve as an additional resource to give a more personalized take on your employee's financial situations. 

Your employees can connect with a coach to gain exposure to new ideas and have a person to bounce financial questions off of. Our coaches are experienced professionals and can benefit your employees and yourself! 

Request A Demo

GoPlan Groups carefully selected a network of third-party experts to further improve your employee's financial well-being. We trust them and you should too! When your employees connect with our network they'll receive free discounts, free consultations, and more!

To name a few: Vanilla, Rocket Lawyer, LawDepot, eHealth Medicare, Ogden & Co., Social Security Advisors, Fellowship Home Loans, Smarterloan, Splash Financial, Cambridge Credit Counseling Corp., Silver Lion, College Wise, Quotacy, Circle CPA, Greenleaf Financial, Betterment, and Charles Schwab.

Request A Demo
Request A Demo