Our Commitment to You

One of the best things about working for The Financial Wealth & Wellness Center is being able to offer real-world solutions to people who have a genuine need. We think of ourselves as a trusted resource: professionals who will see you through life's most difficult moments and help you prepare for the opportunities ahead.

If you're looking for someone who promises you the world or shoots for the moon, you're in the wrong place. At The Financial Wealth & Wellness Center we take a measured, thoughtful approach—one that is grounded in reality and gives you the best chance of meeting your financial goals and objectives.

Step 1: Since everyone's financial situation is different, it's important for us to learn as much about you as possible. What are your biggest goals or financial concerns? Where would you like to be 10-20 years down the road? What financial resources do you already have in place? The more we know about you, the more helpful and accurate our recommendations will be.

Step 2: After getting to know you, we'll work together to prioritize your goals and break them down into specific, measurable objectives. That way it's easier to see how even the most challenging tasks—like paying off your debt or retiring early—can actually be accomplished.

Step 3: Now comes the fun part. We'll identify insurance and financial products that can help meet the specific objectives outlined above. If you like, we'll even consult with your tax, and legal advisors to make sure all our efforts are coordinated.

Neither The Financial Wealth & Wellness Center, nor its representatives provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.

Disclosure

Christine Schader is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AZ, CA (CA Insurance License #OF31187), CO, ID, MI, MT, OR, SC, SD, and WA. No insurance business may be conducted outside the states referenced.

Christine Schader is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 715 N 4th St, Coeur D Alene, ID, 83814, 208-667-7844. In this regard, this communication is strictly intended for individuals residing in the states of CA, ID, MT, OR, SD, and WA. No offers may be made or accepted from any resident outside the specific states referenced.

Christine Schader is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of CA, ID, MT, OR, SD, and WA. As such, these services are strictly intended for individuals residing in the states referenced.

THE FINANCIAL WEALTH & WELLNESS CENTER is not owned or operated by NYLIFE Securities LLC or its affiliates.

Neither THE FINANCIAL WEALTH & WELLNESS CENTER nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.