We are HaluWealth
A Halu symbol represents protection and healing on a physical, mental and spiritual level.
HaluWealth expands access to financial wellness so that working Americans and their families can retire securely and with dignity.
According to Statista Research Department, only 35% of Americans work with some type of financial advisor.
Why so low?
HaluWealth is free for members when their organization or employer sponsors the platform as an embedded benefit. Our team consists of accredited financial counselors, CFP’s, insurance specialists, tax advisors, behavioral health clinicians and IT professionals.
HaluWealth is different because we never sell products or manage assets, so we are not driven by commissions or management fees. Members receive true, unbiased advice and guidance on all aspects of their lives – debt management, credit, buying a home, college planning and retirement. Our combination of interactive online tools, group webinars, one-on-one coaching and an optional peer-to-peer support line helps to educate, equip and empower members.
According to TalentLMS, 78% of polled members and employees desire a financial wellness program from their organization or employer. Financial wellness can increase engagement, and assist with member attraction and retention initiatives, while appealing to a younger a member; key initiatives of most membership organizations.
