Our mission is to ensure all walks of life have access to financial education that allows them to grow their personal and business wealth.

The need for financial literacy in this country is apparent: presently, nearly half of American employees1 are worried about their personal finances. That's why we deliver unique, individualized financial education to companies and institutions virtually and in-person through Baystate's financial experience, PlanWell™.  We help employees understand how to save, invest and protect their wealth on the path to retirement.

Together, we're creating a more informed and invested society.

 

1“PWC’s 2023 Employee Financial Wellness Survey.” PwC, PricewaterhouseCoopers, www.pwc.com/us/en/services/consulting/business-transformation/library/employee-financial-wellness-survey.html. Accessed 6 Feb. 2025.