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!
 

 

Account Access

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Personal Folders

Dealing with Divorce

Some considerations for a divorcing couple who are dividing marital assets, such as retirement accounts, and filing for Social Security.

Social Security 101

An overview of basic Social Security rules and options that are often misunderstood, whether workers are looking forward to claiming benefits in 1 or 30 years.

Income for the Long Run

A longevity annuity can bring some stability to a retirement strategy by providing a steady income late in life.

Family Limited Partnerships for Estate Planning Purposes

A family limited partnership is a legal agreement that enables business owners and their heirs to address tax issues, business succession, and estate planning needs.

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