Living Wells Financial: A path to a balanced life.
We chose our logo with a living tree and a well because the imagery evokes growth through nature and living water. These symbols represent the essential elements of life through nourishment, strength and support, like the roots of a tree, with the flow of resources and abundance, like water. At Living Wells Financial, we seek to encourage both financial and personal growth by providing our clients with sound advice.
True wealth encompasses much more than financial assets; it’s about nurturing a satisfied and balanced life, fulfilling the true nature we all seek … to better serve others and enjoy life.
At Living Wells Financial, we help clients understand that wealth is a resource for creating growth and enhancing one’s quality of life to make an impact in the lives of others. This perspective encourages our clients to see investments and money as opportunities to manifest their values into reality within their families and communities, creating a ripple effect of abundance. This abundance – spiritually, emotionally, physically and financially – is what we call the “4D approach to life.”
Through our collaborative process, we customize strategies and take the necessary steps that enable you to pursue life to the fullest, doing what you want, when you want, where you want, and with whom you want;
the four Ws of life!
Our team is positioned as your trusted partner to guide and advise you on cultivating holistic wealth, where financial confidence is intended to allow you to focus on personal fulfillment, spiritual growth and community impact. When we can connect meaning with your money, it adds that much more value behind the “why” we do what we do to serve you. We are here to help put the pieces of your life puzzle together by listening first to what is important to you about money, your family and your community.
This approach aligns your financial strategies with your life goals, creating a written and flexible comprehensive roadmap to living well; a path to a fulfilling life. Just as we all need care and attention to flourish, accumulating and preserving wealth requires thoughtful management and alignment with one’s core values and purpose.
Let us help you cultivate a purposeful life through mindful investment strategies and planning. At Living Wells Financial, we invest with intention and purpose to let your choices in life reflect the abundance you wish to create in this world for your family, your community and yourself.
We are looking to work with clients who seek a deeper, more meaningful relationship on their financial journey to prosperity. We want to help walk alongside you to make sure you get there, answering those questions that may keep you up at night, such as, “Are we going to be okay?” “Will we have enough?” “How long is our money going to last?”
Let us help you by partnering together to serve others and enjoy life. It’s who we are and what we are all about:
relationships, advice, service.
Living Wells Financial Group
