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We start with an anonymous assessment of your employees’ current financial situation. We share the results with you and use it to create a customized program that directly meets your employees’ needs.
Certified financial educators facilitate workshops on topics that relate to real life, including budgeting, preparing for retirement, homebuying, debt management, and more.
We've got your back with a dedicated coach who will be there to guide you through every step of the program, arrange services, and answer your questions.
Fact: No matter their income, most people experience concerns about their finances. Those worries can translate into distracted employees and lost workdays.
Providing financial wellness benefits to employees is part of a holistic approach in increasing morale and productivity in your workplace.
The Workplace Financial Wellness program by SAFE provides tested tools and resources to help your employees gain control over their personal finances and confidently prepare for what’s next on their financial journey—at absolutely no cost to you.
The SAFE Credit Union Workplace Financial Wellness Team brings the tools and expertise to improve your employees' financial well-being through solutions that help your employees learn ways to manage their money to gain peace of mind. All at no cost to you.
SAFE provides exclusive offers and discounts for Community and Workplace Financial Wellness partners to help employees build financial freedom.Contact [email protected] for more details.
Learn more about the customizable and comprehensive financial solutions that you can offer your employees by partnering with SAFE. Please complete the form below and one of our knowledgeable team members will contact you within two business days.
If you would prefer to give us a call, you can reach us at (916) 971-2529.
SAFE isn’t just in the community—we’re part of it. When you choose SAFE, you help build a stronger, more secure future for us all.
Financial needs change. Whether you’re saving your first $100 or planning for college or a new home, we’re here to guide you through every life milestone.
Your financial journey isn’t one-size-fits-all. We’re here to help you plan, save, and feel confident at every turn—wherever life goes.
If you click "continue" below, you will be directed to a third party's web site. As a member service, SAFE Credit Union offers links to web sites of third parties whose products or services we believe offer good value and may be of interest to you. In some cases, if allowed by law, SAFE Credit Union may receive compensation from third parties whose products or services you purchase. Third parties are solely responsible for their web sites, products and services, and maintain their own consumer data privacy policies, which may differ from those of SAFE Credit Union. Use of third party services, products and web sites is solely at your discretion. To go to a third party web site, click "continue." To go back to SAFE Credit Union's web site, click "close."
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