At Financial Wellness Planning we pride ourselves on providing our clients with the professional Investment and Insurance 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.
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 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.