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.
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.
Gap Insurance for Leased Cars
If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.
The Value of Insuring Against Life’s Risks
Building wealth requires protection from the forces of wealth destruction.
Can Group, Private Disability Policies Work Together?
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
There are ways to improve your physical fitness without denting your fiscal fitness.
The true cost of raising a child may be far more than you expect.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
Estimate the total cost in today's dollars of various mortgage alternatives.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate how much of your Social Security benefit may be considered taxable.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Savvy investors take the time to separate emotion from fact.
For women, retirement strategy is a long race. It’s helpful to know the route.
Why are 401(k) plans, annuities, and IRAs so popular?
Imagine your ideal post-pandemic retirement with this animated video.
Here is a quick history of the Federal Reserve and an overview of what it does.