Broker Check

Gary D. Sirak, CLU®, ChFC®

4700 Dressler Road NW
Canton, OH 44718
330-493-3211

Welcome to Wealth Steps

A Company Sponsored Financial Wellness Program

Your Journey to a balanced financial life starts here.

The Reality Is...

People work hard to make the most of their income and create momentum with their money - amidst a lot of financial clutter, and often without the benefit of a clear-cut financial strategy."

So, what if life doesn't go as planned? What if you don't save as mush as you thought you would? Or your investments don't produce as had hoped? Or unexpected losses or expenses pop up (career, education, health, home, car), as they often do?

45%

of Employee's say that financial matters cause them the most stress in their lives

Source: Employee Financial Wellness Survey.
PWC, 2016

INTRODUCING

Wealth Steps is a company-sponsored financial wellness program that introduces employees to essential personal finance concepts from a unique balance sheet perspective. It’s a learning experience that can have a powerful effect on financial decision-making so participants can achieve a higher degree of control over their lifetime earnings and overall financial picture.

The step-by-step approach of Wealth Steps shows you the simple logic and the ideal order of financial decision-making that guide you toward a solid financial future with clarity, confidence, and security.

Wealth Steps benefits both company and employee

The
Wealth Steps
Approach

Combine the power of non-traditional planning and uncommon knowledge into a seamless, turnkey solution for financial balance.

Discover, Learn, Take Action.

Wealth Steps is a customizable, turnkey program that offers:

Knowledge

Series of customizable, in-person and/or web-based workshops supported by automated communications.

Content tailored to benefit any group or segment of employees

Access

Participants get access to a secure, private, confidential website and receive a personalized scorecard.

Interactive learning tools, videos, articles, and other valuable resources.

Trust

Access to a complimentary, one-on-one consultation with a professional Wealth Steps specialist.

Ability to meet with a financial professional in-person or via the web

Do you want to learn more about how to bring Wealth Steps to your company?

The Living Balance Sheet® and the Living Balance Sheet® Logo are registered service marks of
The Guardian Life Insurance Company of America (Guardian), New York, NY. © Copyright 2005-2016.
The Guardian Life Insurance Company of America. 2016-27439 Exp. 8/18

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