The Financial Well Inc.

CONNECT

Address:

4610 N Central Ave
Tampa, FL 33603

Phone:

813-229-2000

Fax/Other:

813-229-2005

Govt Employee Services

FINANCIALPOINT®

The Financial Well is a select financial advisor for the Beneficiary Financial Counseling Service through FinancialPoint®.
 
What is the Beneficiary Financial Counseling Service?
The Beneficiary Financial Counseling Services is an extra benefit offered to beneficiaries of Servicemembers' Group Life Insurance, Servicemembers Group Life Insurance Family Coverage and Veterans' Group Life Insurance policies as well as TSGLI claimants. As a beneficiary or claimant, you can take advantage of no-cost, professional financial advice provided by FinancialPoint®.

Service features: Personalized service - You receive a financial plan tailored to your situation with action steps addressing your specific needs.

Objective Advice - You benefit from the advice of financial professionals. They have no products to sell and do not receive a commission for their services. They are not affiliated with any banks or investment firms, so you can be assured that the advice they give you is always objective.

Convenience - You can talk to a financial counselor whenever you want to get answers to any questions you may have about your financial plan.

How Does the Service Work? 

Once your claim is settled, just call FinancialPoint® toll-free at 1-888-243-7351 to get answers to all your financial questions, no matter how simple or complex. You can request a Financial Readiness Questionnaire which you can complete and return to get a customized financial plan. You will have 24/7, lifetime telephone access to financial professionals who can assist you with any of your financial questions.

About FinancialPoint®

FinancialPoint® is a national team of financial professionals. Their Certified Financial Planners and other financial professionals are experts in handling a wide range of financial situations and offering assistance to individuals that have received this life insurance payment. If you would like to work with The Financial Well using this program, let them know when you call the number below.

To take advantage of the no-cost BFCS benefit, beneficiaries may contact FinancialPoint® by:

Toll-free Telephone (anytime): 1-888-243-7351

TSGLI Recipients: 1-800-428-3416

Email:fcs@FinancialPoint.com

 


BENEFICIARY FINANCIAL COUNSELING

Beneficiary Financial Counseling - SGLI-VGLI - Beneficiary Financial Counseling - SGLI-VGLI
Beneficiary Financial Counseling - TSGLI - Beneficiary Financial Counseling - TSGLI


BENEFICIARY FINANCIAL COUNSELING SERVICE LOG IN

Financial Point - Link to BFCS benefits for the Military and Veterans


Personal Finance Tools

 
Tap the Well Service - Client Log In Link to your Tap the Well Log-In
 
Tap the Well ShareFile - Link to send documents to The Financial Well
 
Charles Schwab Institutional - Link to Schwab Institutional Log-On
 
Financial Point Plus - EAP/work life solutions
 
Beneficiary Financial Counseling Service - Link to BFCS benefit for Military and Veterans
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck