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Who We Serve

At Wells & Wells Financial Services Inc., we help individuals, families, and workers who are approaching or in retirement. No matter if you are starting to think about your money and your plans, or you are already retired, we know peace of mind is important. Having protection and a clear reason for your money also matters to us.
We Serve:

Pre-Retirees

If you have about five to ten years before you stop working, this is the right time to make your money plans strong. We help people who are close to retiring. We work with you to create a plan for your income, get the best out of Social Security, and keep your money safe, so you can feel sure and at ease when you start this new part of your life.

Retirees

Already retired? We are here to help you protect what you have made. The aim is to help you maintain a safe way of life. We also help ensure that what you leave behind stays with your loved ones. Our solutions include long-term care, strategies to maintain your income over time, and methods to mitigate risk. This lets you focus on what is most important to you.

Business Owners & Professionals

Many of our clients are business owners or work in jobs where they want to keep the things they own safe. They also want to plan for when they move on from their business. We help with business planning, wealth planning, and ensuring you pay the minimum taxes required. This way, your good work and money stay safe for you and your family.

Families Seeking Security

We work with families who want to make sure their loved ones have money put aside no matter what comes next. Our approach to helping people encompasses services such as life insurance, Medicare planning, and long-term care plans tailored to your needs and what matters most to you.
No matter where you are in life, we want to provide you with clear guidance and safe plans, so you can feel confident when you stop working. Let’s make a money plan together. One that fits what matters to you, looks out for your family, and lifts up your dreams.