Financial Wellness for You, LLC
HomeMission StatementServicesSeniorsFamiliesSmall BusinessAbout UsDisclosureNewsletter
Small Business

Guiding Financial Decisions to provide peace of mind.

 

Financial Wellness for You, LLC works with Employers to provide clear and reliable information that enables their company and employee's to maximize their financial independence.

 

In our changing times, the cost to an employer to provide a traditional benefit package can be overwhelming.  Distracted employees, repeated absences, and the stress of financial uncertainty can  be disastrous to the employer's bottom line. 

 

Financial Wellness for You, LLC provides offers a Financial Check up to the employer as a benefit to the employee's.

 

We provide assessment and evaluation of current financial situation while providing affordable, client focused advice, enhancing the coordination of employer sponsored retirement plans and independent savings for the employees.

 

  • Income Planning

 

  • Risk Assessment

 

  • Asset Evaluation

 

  • Coordination of Professional Resources

Financial Wellness for You, LLC is a Registered Investment Advisory firm in the State of Minnesota.