When Special Care Is Needed: The Special Needs Trust

Professional Financial Strategies & Advice

Without All the Noise

It’s not a typo. PlaniFy Wellness has a capital F for a reason: It means “Planning For You,” your family, your goals and your future. As your resource to help and ally, we believe financial planning doesn’t need to be any more complicated than a relaxed conversation. We’ve been in your shoes before, we understand the complexity of the financial world, and we know how to help simplify and strengthen it with tailor-made strategies. That’s why we founded our company in the first place: to help people reach their most valued financial goals, no matter their size.

 

Our Commitment

At PlaniFy Wellness, there are three keys to success: trust, education and customization. Each of these tenets are enhanced by our state of the art technology, which allows clients to take charge of their financial situation and access their accounts at their convenience. As a team, we are committed to guiding you towards your goals through mutual dedication and accountability.



Organize, Monitor, Collaborate


Through our eMoney platform, clients can set their Personal Financial Goals, connect their assets and liabilities, then monitor and track progress at any time of the day.



Protect Your Finances With Confidence


Imagine having all of your financial data in one place. With The Vault, you can store tax returns for easy year-by-year filing, protect, wills, deeds and estate plans, and even upload precious family videos and pictures from special occasions.



Access Your Account Anytime, Anywhere


View your complete financial picture in the palm of your hand. Whether you’re at home or on the go, you can view all of your accounts on one page, from investments to spending, transactions and tracking your goals.


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