Financial Wellness

Sign up now for our upcoming live local seminars and online webinars!

Email us today!

Financial Fitness = Education

Knowledge is power, especially when it comes to your finances.

The primary mission of Financial Wellness can be summed up in one word: education.

It is our job to give you the tools —the knowledge— to effectively manage, protect and conserve your money at every stage of your life.

We do this in several ways. One way is by providing to you with articles written by some of the foremost financial experts in the nation… respected authors with proven track records in topics like:

  • Organizing your finances so nothing falls through the cracks
  • Teaching your children to be “Financially Fit” is important ( Ask us about our “Parent & Teen” seminars!)
  • Saving money on major—and not-so-major—purchases
  • Preparing for a comfortable retirement
  • What types of investments make sense for you
  • How to comfortably prepare for your children’s college tuition
  • How to avoid paying too much for a new car
  • Intelligent home mortgages that can save you thousands
  • …and many more.

We are constantly researching trends, new developments, and the latest techniques in personal money management, and every month we’ll post provocative new articles that will help you stay financially fit in today’s rapidly changing environment.

Tired of Scammers?

There’s a new ripoff every day. We’ll show you how to avoid becoming a victim.

The world is full of unscrupulous individuals eager to steal your money, your privacy, and your identity… and their techniques become more sophisticated with every passing day. So sophisticated, in fact, that even the most careful individuals can easily fall victim.

We’ll keep you continually updated with access to stories on the latest scams, and how to avoid them, including:

  • Online and email ripoffs
  • Reducing the risk of identity theft
  • Telephone thievery
  • Home “improvements” that can cost you dearly
  • Credit card scams
  • What to do if you’re victimized

One of the most vulnerable segments of the population are the elderly, increasingly targeted by digital thieves. Preventing elder abuse is one of the primary goals of Financial Wellness, and we are committed to providing the knowledge and awareness to stop this despicable practice. Otherwise, the next victim could be your mom, your dad, or—if you’re getting up in years yourself—you.

Power Tools

How much will that new car really cost you? Can you afford that dream home? How much should you be saving every year for retirement? With Financial Wellness, you have access to several easy-to-use online calculators that allow you to:

  • Run amortization schedules to see how much your mortgage will really cost
  • Compare different interest rates
  • Calculate compounded returns on your savings
  • Determine how long it will take to pay off a credit card
  • See how much you should be saving for college
  • …and many more.

Armed with real numbers, you’ll avoid unpleasant surprises, know exactly where you stand, and know exactly what you can afford.

Planning Ahead

Tomorrow’s coming. We’ll help you be ready.

Consider these statistics:

  • 57% of American workers report less than $25,000 in total savings.
  • 28% of Americans believe they will never be able to retire.
  • One-third of retirees 65 and older live exclusively on Social Security—an average of $1262 per month.
  • The average cost of attending college at a public institution is over $13,000 per year. For private schools, between $23,000 and $36,000. Every year.

These are frightening numbers. But, there is one simple reason why so many Americans will never enjoy a pleasant retirement, be able to send their children to college, or indulge themselves in a lavish vacation: They didn’t plan ahead.

Financial Wellness is dedicated to making sure you have the knowledge, the wherewithal, and the financial management tools to be ready for whatever tomorrow brings. A comfortable retirement, higher education, a secure lifestyle does not require great wealth. It doesn’t require tremendous sacrifice. It simply requires planning.

NO OBLIGATION Consultation!

Contact Info

Allison (Bennett) Browne
Business / Personal Credit and Funding Advisor

  • 1997 Annapolis Exchange Parkway, Suite 300 Annapolis, Maryland 21401
  • Direct: 202-787-9682
  • Office: 844-572-7100 x 101
  • Fax: 301-358-6548

Send us a message