| About Our Company |
|
Founded in 1998, The Financial Well is a fee-only registered investment advisor and fiduciary, as defined by the Securities Exchange Commission, the Board of Standards for the Certified Financial Planning Practitioners,
and the Financial Planning Association.
As a fiduciary, we are committed to no hidden fees, full disclosure, and putting you first when providing advice.
We help those interested in helping themselves - women, recently or soon to be retired, multi-generational families with the desire to leave a legacy, families with elder and special needs issues, veterans, and other government employees.
Our goal is to serve your best interest by being your Financial Well, your resource for financial clarity.
"Tentative efforts lead to tentative outcomes. Therefore give yourself fully to your endeavors. Decide to construct your character through excellent actions and determine to pay the price of a worthy goal. The trials you encounter will introduce you to your
strengths. Remain steadfast....and one day you will build something that endures; something worthy of your potential."
- Epictetus Roman Teacher, Philosopher 55-135A.D.
We believe the more you give, the more you receive. Our job is to help you find the best opportunities to fulfill your dreams and endeavors. By doing so, we help the dreams of many come true.
|
|
| Our Team |
Kimberly D. Overman, CFP®
President and Chief Investment Officer
Kimberly D. Overman of The Financial Well, Inc. is a CERTIFIED FINANCIAL PLANNER™ professional with over 30 years of experience offering financial planning, pension consulting, and wealth management services to individuals and family businesses, as well as
to corporations and non-profit organizations. Ms. Overman is directly responsible for the leadership and direction of the Company to ensure such financial planning and investment activities are being performed to the expectations of the clients. Ms. Overman
also provides special needs and elder-care consulting and planning for individuals as they work with their legal, structured settlement, care management and trust advisors.
In addition to appearing on WFLA Channel 8 and FOX Channel 13, she has been quoted in the Wall Street Journal, New York Times, Wealth & Retirement Planner Magazine, Tampa Tribune, MSN Money Central, Money Magazine, and the St. Petersburg Times. Ms. Overman
teaches investment courses at University of South Florida and provides retirement planning education workshops for Federal employees of the Veteran Administration Hospitals, Department of Labor and the National Oceanic Atmospheric Administration. Ms. Overman
is Chairperson of the Financial Planning Association of Florida and Treasurer for the Tampa Bay Estate Planning Council.
|
|
|