Keys to Financial Wellness

                                                  

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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, https://www.everydayhealth.com/wellness/united-states-of-stress/ (May 7, 2019). 
  3.  “The effects of stress on your body,” WebMD, https://www.webmd.com/balance/stress-management/effects-of-stress-on-your-body (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).