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What Is a Financial Wellness Plan?

A financial wellness plan is a strategy that strives to address four key objectives.

This information is intended for use only by residents of (AL, AZ, CA, CO, CT, DE, FL, GA, IA, IL, IN, KS, KY, MA, MD, ME, MN, MO, NC, NE, NJ, NV, NY, OH, OR, PA, SC, SD, TN, TX, UT, WA, WI). Securities-related services may not be provided to individuals residing in any state not listed above.

Please consult with the FA as s/he may not be registered in all states. Insurance-related services may not be provided to individuals residing in any states other than (AL, CA, CO, FL, IA, IL, KS, KY, MD, ME, MN, MO, NC, NV, OR, PA, SD, TX).

Investment and insurance products:

Not Insured by FDIC or any Federal Government Agency
May Lose Value
Not a Deposit of or Guaranteed by a Bank or Any Bank Affiliate

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Roberto Wilkins

Weir Doe

Financial Advisor

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