What Is Financial Wellness Solutions, LLC? Financial Wellness Solutions, LLC is an independent financial advisory firm providing personal financial wellness and planning solutions on a fee-only basis. We have no minimums on client account size, net worth or income level. We strive to serve everyone's needs through all phases of life. Why Choose A Fee-only Advisor? As a fee-only advisor, Financial Wellness Solutions does not sell any type of financial products, does not receive any commissions or financial kick backs, does not accept referral fees. We are only paid by the client for the services performed thereby eliminating any conflicts of interest. Why Choose An Independent Advisor? Being independent allows us to strictly adhere to the fiduciary standard that we are required by law to uphold. As an independent firm we have no affiliations or obligations with banks, insurance companies, mutual fund companies, brokers or any other financial institutions. Same as being fee-only does, this eliminates any conflicts of interest and allows us to always do what is in the best interest of the client. Who Our Clients Are? Anyone wanting to improve their financial wellness! We cater to individuals, families and small business' of all ages, types and financial conditions. If you are in debt we can help lay out a plan to change that. If just starting out we can help you lay the foundation for a sound financial plan. For those that have accumulated some assets we can help you optimize future growth. Nearing retirement and need a plan to ensure your money will last? We can devise a strategy for your retirement years.