Provide financial planning for your whole workforce, from employees who are starting their careers to executives with more complex financial needs. Give your employees one-on-one access to a financial professional, who will help them develop a goal-based financial plan at no extra cost to you or them.
Build a culture of financial well-being. From budgeting, planning and managing debt to more sophisticated needs, our team of Financial Advisors is available to meet with employees to help them achieve their financial goals—and their life goals too.
Get the latest thinking from our experienced thought leaders. Discover new trends and unique perspectives to motivate your employees and fuel your business.
We’ll help you find the right workplace financial solutions for you, your employees and your business.
1. Financial Coaching provided by My Secure Advantage.
Disclosures
© 2023 Morgan Stanley Smith Barney LLC. Member SIPC(opens in a new tab).
Morgan Stanley at Work are provided by Morgan Stanley Smith Barney LLC, member SIPC, and its affiliates, all wholly owned subsidiaries of Morgan Stanley.
Morgan Stanley at Work, Morgan Stanley Smith Barney LLC, and its affiliates and employees do not provide legal or tax advice. You should always consult with and rely on your own legal and/or tax advisors.
Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with a Morgan Stanley Financial Advisor to understand these differences or visit our web site at https://www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf or contact us at 866-866-7426.
CRC 5701982-5/23
