Welcome
The Financial Well brings clarity to your financial world.
Are you looking for a financial advisor that gives you the information and resources to make well thought out financial decisions that nurture your financial well-being?

To get where you want to go requires a financial plan, and the best financial plans consider all known contingencies and are free of hidden fees or costs.


The Financial Well is your source for financial well-being.
 
The Financial Well team, with over 30 years of financial planning experience, is your one stop resource for financial advice when you are making financial decisions.

As a fee only registered investment advisor, we choose to put you first.
Whether you need a comprehensive financial plan, a second opinion on your portfolio manager, a financial coach to help you achieve your financial goals, or a financial advisor that collaborates with you to keep you on your financial path, we have a platform that can help you without the worry of hidden fees or com missions.
 
We test the water in your financial well so you have clear a picture of your financial health and resources you have available to you.
 
If you are about to retire or are currently retired, the financial decisions you make have long lasting consequences on your retirement plans.

Making decisions on mutual funds, stocks, bonds, IRAs, 401k distributions, insurance benefits, social security benefits, or annuities can be overwhelming. Making choices without understanding how they will impact your retirement can be daunting and costly if you make a financial mistake.
 
We offer a 30 minute meeting at no cost so you can determine that we are the right financial planning firm for financial advice. 
 
What's in your financial well?
 
The Financial Well is located in Tampa, Florida and serves clients throughout Florida. Call 813-229-2000 today to schedule your free 30 minute Get Acquainted meeting.
 
 
If you you like more information about how we can help you or you would like to sign up for our monthly newsletter, go to the  Contact Us Tab to get details on how to  sign up. 

You can also follow us on FaceBook or Twitter to learn more about financial planning or financial issues that impact your financial life. 
 
 
The Financial Well
Newsletters
  • Down the Donut Hole: The Medicare Coverage Gap
    One of the most confusing Medicare provisions is the prescription drug coverage gap, often called the "donut hole." It may be clearer if you consider the gap within the
  • On the Road to Retirement, Beware of These Five Risks
    On your journey to retirement, you'll likely face many risks that have the potential to throw you off course. Following are five common challenges
  • Life Insurance with a Refund
    Comparatively speaking, of all the different types of life insurance available, term is usually the least expensive. Generally, term life insurance provides protection
  • When should I submit college financial aid forms?
    For the 2019-2020 school year, the federal government's financial aid form, the FAFSA, can be filed as early as October 1, 2018. It relies on current asset information
  • What's so great about a college net price calculator?
    If you're saving for a child's college education, at some point you'll want to familiarize yourself with a college net price calculator, which is an
    
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 This message is provided by The Financial Well, Inc. for informational purposes and should not be construed as a solicitation or offer to buy or sell any securities or related financial instruments.

This communication is strictly intended for individuals residing in the state(s) of FL. No offers may be made or accepted from any resident outside the specific states referenced.