Your financial planner will get to know you and understand your current financial picture. They’ll help prioritize your goals and provide a roadmap to achieve them.
There are many financial products in the market, choosing the ones that best meet an individual’s needs can be complicated. Because Finwell is purely advisory, we are able to provide unbiased recommendations when it comes to product selection. Traditional advisors who work for financial service firms, such as banks or broker-dealers, may have limitations to their own products and may be compensated when they sell these products. Our financial planners are salary-based and therefore able to give you holistic and objective recommendations.
Informed decisions are best made after an assessment of individual needs. Your personal financial planner will assess your short, mid and long term goals which may include:
- Budget and cash-flow planning
- Emergency savings
- Debt reduction
- 401(k) retirement plans and Individual Retirement Accounts
- 529 qualified tuition plans
- Group retirement and savings plans
- Qualified Retirement Plans
- Life insurance
- Long-term care, disability and critical illness
- Investment Accounts
- Basic estate planning
- Asset protection