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Benefit Partner Resources

We want to help you improve the financial wellness of your employees.

Our online resources and in-person services make it easy.

Financial Wellness Presentation

Financial Coaching is like having a personal fitness coach. It's one-on-one attention from a financial coach. It's not about telling you what to do or judging where you're at. It's about helping you take control of your finances with practical, encouraging support. We offer these on-site at your company or via Zoom.

On-site Financial Expert Visit

We would love to attend your next benefits/wellness fair! We can also schedule a time for an AmFirst representative to set up in your break room or conference room.

AmFirst Financial Advisors

AmFirst Financial advisors learn about your particular needs and goals to help you build investment strategies and financial plans that make sense. They'll help you piece the numbers together in meaningful ways to plan for retirement, manage insurance, fund education, and prepare to transfer wealth.

Member Benefits Catalog

Order our catalog featuring a detailed list and breakdown of our products and services.

Questions?

Contact our Membership Development office.