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

View Your Personal Accounts



Personal Folders

Deficit Trading: The Import/Export Imbalance

Some facts to help understand the issues behind the trade deficit headlines, and how China factors into the story.

Settling an Estate

Settling an estate can be a difficult and time-consuming job as there are some specific duties that often fall on an executor.

The Cost of Caregiving

About 40 million family caregivers in the U.S. provide unpaid care to another adult. Understand the associated financial, physical, and emotional costs.

Medicare Open Enrollment

The changes Original Medicare and Medicare Advantage plan beneficiaries can make during the annual enrollment periods.

More Newsletters →