Financial Well-Being Advisors LLC

Financial Well-Being Advisors offers financial advising and planning services to individuals, families, and their associated entities. Services include comprehensive financial advising, asset allocation analysis, cash flow analysis (budgeting), retirement planning, and education funding analysis. The firm operates on an hourly fee basis or a fixed fee for predetermined services. They do not manage client assets or place them in wrap fee programs. Recommendations are non-discretionary, meaning clients decide whether to implement them.