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.

MSA is the best company benefit I have

“I had no plan for retirement, emergency funds, life insurance, and had no college savings plan for my 2 year old daughter. [My Money Coach] helped me find a municipal bond fund to invest my emergency funds. He got me to contribute the appropriate amount into my 401K. He also helped me set up a college savings account for my daughter [and] a life insurance policy for my family. He also helped me with [coaching] on mortgage loans. I feel that MSA is the best company benefit I have.”

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."

He excels in customer service!

“[My Money Coach] helped me devise a budget and made other recommendations, including debt management.... [My Money Coach] is amazing! He rocks! His attitude is always positive and contagious. He excels in customer service. He always went above and beyond to find ways to help me and educate me in money matters.”

Feel at ease and accomplished

“Before MSA, I did not have a plan for anything money related - no budget, no goals, no direction. To be honest, I was embarrassed. However, after speaking to and working with my coach, she first made me feel at ease. She then set a clear path for me to establish goals that fit my lifestyle. I did not feel judged. I felt like I had accomplished an important first step.... For the first time, I had financial accomplishments, and looked forward to saving.”