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Cut Healthcare Costs and Maximize Savings, Wealth and Wellbeing with Smarter Benefit Choices. Learn more
Individual Solution
SAVVI understands that financial wellness encompasses every aspect of your life—every decision, every dollar, and every dream. Whether you need guidance for your home, workplace, or future aspirations, SAVVI has you covered. SAVVI is here to empower you every step of the way.
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Make smarter decisions about your money to reach your dreams faster.
Optimize your spending and saving with personalized advice.
Safeguard your finances with the right insurance coverage.
Learn the most effective strategies for short-term and long-term savings.
Gain clear insights into your financial health with data-driven tools.
Let go of money worries and build financial peace of mind.
Elevate benefit selections to maximize employee benefit dollars and generate substantial cost savings for your business.
Optimize employee healthcare spending and ability to leverage tax-advantaged accounts for greater overall savings.
Reduce stress and boost productivity by helping employees understand the next best actions to take with their available savings.
Streamline operations by reducing the need for outreach during critical enrollment periods, with flexible integration options tailored to your business needs.
Data analytics can reveal which benefits are most utilized and valued by employees, helping companies allocate resources more effectively.
Showcase commitment to innovation and holistic support, differentiating your firm in the market and attracting new clients.
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Financial decision support isn't just offering options, it's empowering individuals to confidently choose what's best for their unique life goals. SAVVI Financial is helping Benefitfocus radically simplify the benefit enrollment journey
President, Benefitfocus
SAVVI is powering distinct financial guidance experiences at Voya, propelling us to be industry leaders. Their guidance engine is helping our customers feel more confident in their financial decisions, leading to happier and healthier customers - that’s way more powerful than just pushing products.
VP, Consumer Driven Health, Voya Financial
More working Americans are turning to their employers for help when it comes to their financial wellness goals. SAVVI guidance is an important piece that helps bring together our Health Solutions and Wealth Solutions businesses into one seamless customer experience.
CEO, Workplace Solutions, Voya Financial
SAVVI’s financial guidance solutions help me provide benefits experiences not offered by other brokers. Their data-driven insights and personalized solutions are a real game changer.
Senior Account Manager, USI Insurance Services
SAVVI has revolutionized the way we approach employee benefits. The financial guidance for our employees has empowered our employees to make smarter benefit choices. It's been a game-changer for our organization
Vice President, HR Operations, Dynata
Having SelectSmart available during the enrollment process helped me effectively analyze the options available to me and confidently make a selection for my family. It has proven to save me money over time. I would highly recommend utilizing the tool as a second set of eyes.
SelectSmart User
Avg Employee Savings 5
Report improved mental and emotional wellbeing 6
Increase HSA Enrollment 7
More Financial Confidence 8
SAVVI’s personalized guidance solution helps your household evaluate spending, tackle debt, and build a secure financial foundation for your family.
Beyond financial planning, SAVVI Wealth Partners helps you design and achieve your life dreams. From managing money to building life dreams, our personalized guidance sets you on the path to financial security and confidence.
Employer-sponsored SelectSmart helps you maximize your paycheck by finding the optimal benefits choices for your needs and budget. Make smarter choices, save money, and feel confident about your financial future.
Integrated into the SelectSmart experience, NextDollar helps make the most of every dollar. Optimize your paycheck earnings to achieve tax benefits, leverage employer matches, and reach your savings goals with confidence.
No matter where you need guidance—in your home, at work, or in planning your next financial decision, SAVVI is here to support you.
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Stay informed with the latest insights into financial wellness.
Learn more about how SAVVI can customize the right solution for you.
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