Wellness Financial Planning, Inc. - Salina, Kansas

Okay, here’s a detailed description of Wellness Financial Planning, Inc., formatted as requested, aiming for a formal and helpful tone:

Wellness Financial Planning, Inc.: A Comprehensive Overview

For individuals and families seeking expert guidance in managing their financial futures, Wellness Financial Planning, Inc. presents a dedicated service. Located in Salina, Kansas, the firm operates with the mission of providing personalized financial planning solutions tailored to meet each client’s unique circumstances and goals. They are committed to building long-term relationships based on trust and transparency.

Location & Contact Information: Wellness Financial Planning, Inc. is situated at 232a S Santa Fe Ave, Salina, KS 67401, United States. Clients can easily reach them by phone at 7852099077. Their website, wellnessfinancialplanning.com, offers further details about their services and team.

Specialties: The core competency of Wellness Financial Planning, Inc. lies in providing comprehensive financial planning services. This encompasses a wide range of areas, including:

• Retirement Planning
• Investment Management
• Estate Planning
• Insurance Planning
• Tax Planning

Points of Interest & Accessibility: Wellness Financial Planning, Inc. understands the importance of accessibility. The office features a wheelchair-accessible car park and wheelchair-accessible entrance, demonstrating their commitment to inclusivity. Restroom facilities are also available on-site. It’s strongly recommended to schedule an appointment in advance to ensure dedicated attention and efficient service.

Current Feedback: Currently, Wellness Financial Planning, Inc. has no reviews publicly available on Google My Business, indicating a relatively new or emerging presence in the market. The average opinion currently stands at 0/5, however, this is subject to change as client experiences are documented.

Key Characteristics: Wellness Financial Planning, Inc. distinguishes itself through its client-centric approach. They prioritize understanding each individual’s financial situation, risk tolerance, and long-term objectives. Their services are designed to provide clarity and direction, empowering clients to make informed decisions about their money. The firm focuses on building a holistic financial plan that integrates various aspects of a client’s life.

Recommended Actions: For anyone considering a financial planner, Wellness Financial Planning, Inc. is worth exploring. We encourage prospective clients to visit their website at wellnessfinancialplanning.com to learn more about their services and schedule a consultation. Direct contact via phone at 7852099077 will allow you to discuss your specific needs and determine if their services align with your financial aspirations.

Ultimately, Wellness Financial Planning, Inc. offers a solid foundation for building a secure and prosperous financial future.