Empowering You to Put Your Plan in Place
Most of us, want to know - How do I get my house paid for, kids educated, and money for retirement with some fun along the way? Then the question becomes, I am ready to retire, what do I do now?
We help answer these questions and provide protection against the risks which could derail your goals. Our services and product options can help protect you and carry out your long-term vision. These solutions can help ‘automate’ much of the day-to-day decision-making, allowing you to stay true to your plan without having to micro-manage your finances.
There are many questions about finance and often people feel overwhelmed or uninformed to make decisions about the products needed to put their plan in place. Not having the proper products in place for you and your family can cause financial dependency and unnecessary stress for you and your loved ones.
A financial strategy is meant to protect you and your family from a variety of risks. It is our mission to help implement your plan to make sure you make smart financial decisions today and beyond.
We can help with:
- Life Insurance
- Disability Income Insurance
- Business Overhead Insurance
- Long Term Care Insurance
- Annuities
- Brokerage
- Mutual Funds
- IRA and Roth IRA
- 529s
- Retirement Plan Management (Profit Sharing, Cash Balance, Simple IRA, SEP IRA)
Experience the Wellness Financial Advisors difference for yourself. We invite you to learn more about how we create customized solutions for your range of financial needs.