Keys to Financial Wellness



Financial Wellness is easy to achieve when you focus on the things that matter. Your family, your health, and your future will all benefit from a Financial Wellness mindset. 

Call Us today for a free Consultation. Let us know your goals and we will walk you through the steps to get there. 

  1.  “Stress in America: The State of Our Nation,” American Psychological Association (Nov. 1, 2017), p. 1. 
  2.  “The United States of Stress,” Everyday Health, (May 7, 2019). 
  3.  “The effects of stress on your body,” WebMD, (accessed May 14, 2018).
  4.  “Financial worries may raise heart attack risk by 13-fold,” Medical News Today, November 11, 2017. 
  5.  “Employee Financial Wellness Survey,” PricewaterhouseCoopers (May, 2018). 
  6.  “FICO Survey: Only 1 in 3 Gen X Think They Will Reach Long-Term Financial Goals,” Cision PR Newswire (July 13, 2017). 
  7.  “2018 Wells Fargo Retirement Study,” conducted online by The Harris Poll on behalf of Wells Fargo. 
  8. How a Financial Plan Could Benefit Your Health | Marcus by Goldman Sachs® (August 14, 2020).