About

My Secure Advantage is a financial wellness program that has been leading the charge since 1999. Our services cover more than 27 million lives and assist more than 15,000 employer groups. Offering the most complete and most competitive financial wellness program in the market is our life’s work. We strive to be courteous, compassionate, and caring in every opportunity we have to help Americans reach their financial dreams.

Our Mission

We are on a mission to eradicate stress and transform habits around the biggest topic on everyone’s mind, money.

What Makes Us Unique

HOLISTIC APPROACH

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All learning styles are supported with multiple entry points into the program. Human interaction first, supported by technology, is our big idea for behavior change.
ACCOUNTABILITY & ENCOURAGEMENT

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Money coaches inspire, encourage, and motivate members to achieve financial goals by helping them move past barriers such as guilt, shame, and fear.
TEAM APPROACH

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Members working with a coach are assigned a primary coach, assistant, and specialty coaches to help address what's going on in their life.
HELP FOR ALL SEASONS OF LIFE

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Members can get help with any financial topic, no matter how big or small, regardless of age, salary, job position or stage of life.
NO PRODUCT SALES

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We don't sell books or tapes, and we have no hidden agenda. We have no fiduciary responsibility as we don't sell investment products or services.
BOOST BENEFITS UTILIZATION

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Coaches address employer benefits like healthcare, 401(k) plans, and HSAs to ensure members are making sound benefit decisions.
MOST FEATURES AVAILABLE

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We are constantly enhancing our program and have yet to find a related service with the depth of features we deliver.
MADE IN THE USA

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We believe in staffing every employee, rather than outsourcing, to ensure best in class service. All staff work, live, and play in the USA.