Our Practice

At Financial Wellness Planning™ we pride ourselves on providing our clients with the professional Investment, Insurance, and Group Benefits advice they deserve. We do this with a clear view on what is most important, the client relationship. In fact, we are so committed to this statement that “Our clients are our brand”. Our practice is intimate enough to provide personal service to each and every client engagement whether it be individual, family, small or medium sized business, or corporate in nature.

By establishing ourselves as an independent firm, we are able to deal with all of the major Mutual Fund and Life Insurance Companies in order to deliver the best possible Investment, Insurance and Group Benefits Solutions for our clients and we do this free of any influence other than that of the needs as defined by our clients. This independence is integral to our value add proposition and in distinguishing our team at Financial Wellness Planning™.