The Independent Advantage

Since our practice does not offer proprietary products; we are able to provide our clients with unbiased financial services and advice. As an independent financial services firm, we are free to explore all avenues in order to construct broad based solutions that suit our clients’ individual needs. At Financial Wellness Planning, we differentiate ourselves by focusing on the client experience whereas products are┬ájust a piece of the experience.

We help our clients achieve their goals through comprehensive wealth management. This vital process enables us to review each area of our clients’ financial picture while delivering a unique client experience. This, combined with the relationships we build, helps clients feel confident about their financial future, allowing them to focus on the important things in life.