Tailored Financial Strategies

Premier Financial Planning Services in Salina

At Wellness Financial Planning, Inc., we understand the value of a tailored and individualized approach to financial planning. Our Certified Financial Planners (CFP(R)) are dedicated to learning about each client’s life stage and goals and helping them create a plan specifically for their unique situation. We take a holistic approach to financial planning and look beyond the traditional aspects, such as creating a budget and saving for retirement, to provide our clients with financial confidence.

The Wellness Financial Planning, Inc. team is skilled in advanced technology tools when it comes to creating an innovative portfolio to help meet our clients' individual needs. We also have a wide network of attorneys, accountants, and other financial professionals that we work with, enabling our clients to access a vast amount of expertise under one roof. This adds incredible value to our clients, as it often saves them the time of shopping around for different services.

 

As a holistic financial planning firm that finds low-cost, high-value financial solutions for every client, at Wellness Financial Planning, Inc., we are here to help you navigate life's challenges, pursue your financial goals, and increase your financial confidence, always with the intent of providing enabling advice through simple steps. We have the knowledge and personalized financial planning approach to ensure you are pursuing all aspects of your financial well-being. Our goal is to provide you with a one-stop shop for all your financial planning needs. 

If you’re looking to take the first steps toward a more confident financial future, then contact Stuart E Wells CFP® at Wellness Financial Planning, Inc. Give us a call at (785) 209-9077 to schedule a consultation, or fill out our online contact form. We look forward to helping you achieve financial confidence.

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Ready to take control of your financial future? Contact us now by filling out the form below. Our dedicated team is here to answer your questions and guide you on your journey to financial independence.