The Financial Wealth & Wellness Center

 

"Helping You Reach Your Financial Destination"

At The Financial Wealth & Wellness Center we believe that having a well-defined plan – one that fits your unique situation and changes directions with you -- is a powerful tool that will assist you in accomplishing your short and long-term financial goals.

Your GOALS Are Our Mission.  

We strive to develop long term relationships, to grow client trust, loyalty and to add value through knowledge and excellence. We help you clarify your goals and to make confident financial decisions. Supporting you in understanding the potential rewards available when you take a proactive approach and explore the opportunities. We do this by providing you with three key elements:

  1. A clearer picture of your financial future.
  2. A well-defined plan to help you navigate your objectives.
  3. Ongoing support to aid in the adjustment of your plan when your needs and focus change.

Whether your desired financial destination may be to buy a new home, fund your children’s college education, protect your family during the working years, or guarantee your own retirement security, these desires will not happen overnight.  It is important to determine what you’d like to achieve financially in the short term as well as long term, and then map out a strategy that will help get you to where you want to head.

Our Web site has great resource to guide you in the planning stages.  However, please do not hesitate to contact us for additional information or to schedule a meeting.   Enjoy the journey!
 

 

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Personal Folders

How a Pension Could Affect Social Security Benefits

The potential impact on Social Security benefits by the Windfall Elimination Provision and the Government Pension Offset.

Market Measures: Beyond the Dow

A description of the 5 market indexes that are often used as benchmarks to track various categories of investments.

Rules of the Rollover

Rolling funds from an employer's plan to an IRA enables you to maintain control regardless of your employment situation.

New Tax Law Expands 529 Savings Plans

An overview of Section 529 savings plans, including their traditional use for college saving and the new rules for K-12 tuition.

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