About Four Seasons Financial Education
- Our roots date back to 1986 when our CFP® founders helped employee assistance programs incorporate financial wellness. Today, we continue our leadership in the financial wellness industry with the invention of PlanWellTM, the first voluntary financial wellness benefit in the US. With a wellness program this important, it pays to have a partner with experience. While some firms specialize in web-based tools, workbooks or live professionals, we offer all of the above. When your company needs convenient 24/7 technology, we have it. When you need a live CFP® professional, we have them. When you need a customized solution, we deliver. We serve companies that truly care for the wellbeing of their employees. Our clients have numerous employee benefits in place and embrace wellness as part of their culture. Above all, our clients understand the direct correlation between employee financial success and employer financial success. Financial wellness services offered through RFG Advisory Group, LLC, an SEC registered investment advisor.