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To us, finance is so much more than crunching numbers – it’s extremely personal.

No matter the situation, we’re here to help ensure that your employee’s vision for their financial future is clear. ARGI acts as a true extension of your HR Team, helping you create an environment of financial wellness so that you can better engage, sustain, and cultivate your people.

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Corporate Solutions

Help your employees understand, appreciate, and potentially maximize your company’s benefits, so that they can stay focused at work and build confidence in their financial well-being. ARGI’s services include:

Group Benefits Education

Group education focused on incorporating employee benefits into their financial plan. We work directly with our partners to design a calendarized education plan based on the organization’s demographics and needs.

Financial Services for All

Whether their planning on what to do with that first big promotion, or when will be their last day at work, we’re here to help ensure that each of your employees have a clear vision for their financial future. 

Transition & Retirement Guidance

Analysis of an employee’s financial position can help them make informed decisions. Our advisors can provide financial guidance on severance packages, 401(k), investment asset allocation, health insurance, cash flow, and more.

Virtual Resources

Empowering all employees to make better financial decisions at any time, any place. Adding access to benefit specific videos to your financial wellness program, can help you meet your employees where they are.

Recruit. Retain. Retire.

Now, more than ever, it is important to recruit to retain and retire. At ARGI, we help you educate your employees on the benefits they are offered and how those benefits fit into their full financial picture. Help your employees understand, appreciate, and make the most of their UPS benefits, so that they can stay focused at work and build confidence in their financial well-being.

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Source: 2021 PwC Employee Financial Wellness Survey

ARGI is not affiliated with, endorsed by, or retained by UPS. ARGI and UPS are separate and unrelated companies, and ARGI does not have any arrangement to provide services to UPS employees.

Respective services provided by ARGI Investment Services, LLC, a Registered Investment Adviser, ARGI Innovations, LLC (dba ARGIMax), a Registered Investment Adviser, ARGI CPAs and Advisors, PLLC, ARGI Business Services, LLC, and Advisor Insurance Solutions, LLC. All are affiliates of ARGI Financial Group LLC. Trust services provided by ARGI Trust, a division of Advocacy Trust LLC.