Step aside brokers, we created something better!
First, it was investment & insurance sales
In the past, people hired a financial advisor, probably working for a bank or large organization, to help them buy stocks, and maybe some insurance. These are the stock and insurance brokers of yesteryear. You would only receive two services from these individuals.
Then, clients realized they deserved better
As time went on, consumers began to demand better. They wanted help with questions such as “will I have enough money to retire?” and “will my child be able to afford to go to college?” Thus, “traditional” financial planning was born, and is what most financial planners offer today.
Today, a select few professionals are going above and beyond
Realizing the fledgling model of “traditional financial planning” was still inadequate to address all of a client’s needs, a handful of some of the best financial planners came together to create what is known today as “Comprehensive Financial Planning (CPS).”
CPS is WELLth’s specialty, and we identify and optimize every aspect of your financial picture. Our strategies focus not only on growing your wealth, but saving you money and protecting your assets with best-in-class planning and investment strategies.
Fiduciaries from start to finish
WELLth Financial Planning is a “fee-only” financial planner, meaning we’ve structured our business to not receive compensation based on the products/services we recommend. We do this in order to minimize conflicts of interest. No sales pitches, product pushing, or referral fees – just expert financial guidance designed to help you live your best financial life.
Ongoing comprehensive financial planning services start at $1,750/year, billed monthly. To see what you can expect as a financial planning client of WELLth, click here to learn about our client experience.