CAPTRUST at Work

What is CAPTRUST at Work?

CAPTRUST at Work is a financial wellness and advice program designed to provide you with objective, fiduciary financial advice and education. Their experienced financial professionals can help you create a personalized financial roadmap to support your long-term goals. CAPTRUST will not sell any products, and this is a free service to employees.

Here are some ways CAPTRUST can help you:

• Financial Planning – Budgeting, debt management, and planning for major life events
• Retirement Planning – Support with enrollment, investment choices, and Roth vs. pretax contributions
• Investment Strategies – Optimizing allocations, managing loans, and aligning savings with long-term goals

CAPTRUST Services

As part of your benefits package, you have complimentary access to the following services:

• Watch recorded presentations, use financial calculators, and schedule appointments for personalized services on the CAPTRUST at Work website
• Expand your financial knowledge with webinars, articles, videos, and tailored educational campaigns
• Develop a comprehensive financial plan with CAPTRUST’s cutting-edge technology tools
• Meet one-on-one with a financial counselor to discuss your unique financial situation and get personalized advice

Schedule an Appointment

The easiest way to schedule an appointment is online at captrustatwork.com or by calling 800.967.9948.

Additional Guides and Resources