MSA - Company

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.

A very valuable service

“I have been working with My Secure Advantage for nearly 4 months now, and it has been a very valuable service. I have learned the most efficient manner to pay off my credit cards, the components that make up my credit score and even got some tax help that may save me from owing on my federal taxes.”

All you need to know about long-term planning

“My primary focus was longer term retirement planning. This included a large variety of retirement topics, including health care costs, long-term care and life insurance, investing to beat inflation, creating an income stream from savings, maximizing social security benefits, and several others. As this list indicates, we had a number of sessions and covered every topic I had in detail. I came away with a better understanding of options/preferences and an improved game plan.”

Thank God for MSA

"My life changed because through your resources there was hope for my husband and I on our financial situation, and we did not lose our home. Your referrals to lawyers, links (like HARP), and other programs helped us to contact them and gain very helpful information. It definitely has been a very difficult two years, and the last one was the roughest. Thank God for MSA and your programs; we are getting the help we need in such areas as a budget, taxes, and financial coaching."

FREEDOM from burdens

“When I first started MSA, my financial situation was bad.... My coach gave me the guidance, [suggestions], tools and skills to make my life less stressful and instill confidence in me. Now that I'm with MSA, it has given me the ability to achieve anything I want/need conscientiously and with purpose, knowing that I can afford to live life with all the given tools and data, and go about doing so is FREEDOM from burdens.”