Our Focus

Strategies & Advice

Managing your finances and getting the most from your Employers Benefits can be complicated and stressful. After all, your money doesn't come with a manual. And that's exactly why we're here.

At PlaniFy Wellness we believe money should be a source of strength (not stress) no matter how much you have or where you're starting from. We're here to educate and empower you so you can start off right and achieve your short, mid and long term financial goals.

PlaniFy Wellness means “Planning For You,” your family, your goals and your Now and your Future.

Wellness enhanced through relaxed conversation with your Financial Wellness Coach.  That’s why we founded our company in the first place.  To help employers, help You, reach your goals.

Our Commitment

Your Financial Wellness Coach will get to know You.

Your experience will be unique to you.

Your PlaniFy Wellness coach will understand the nuisances of your employer benefits.

Leverage Technology Tools to empower You

Develop trust as we work to achieve your short, mid, and long goals.

As a team, we are committed to guiding you towards your goals through mutual dedication and accountability.

 


Connect, Monitor, Achieve


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.



Our Team

Nick Dragan, CFP®, CRPC®

Managing Partner & Investment Specialist

“Excellence is not an act, it is a habit.” – Aristotle

A veteran of the financial services industry, Nick Dragan specializes in helping clients understand and improve their financial situation. With a successful background in tax services, he has worked for a variety of firms, from boutique companies to leading outfits like Merrill Lynch. A CERTIFIED FINANCIAL PLANNER™ professional (CFP®) and Chartered Retirement Planning Counselor (CRPC®) designee, Nick thrives in delivering objective advice to help clients build confidence in their financial lives. Whether working with small business owners or individuals, he provides trusted advice and education for all of his clients.

As a financial coach, Nick focuses on delivering investment behavior leadership to help maximize the benefit of PlaniFy’s fundamental investing principles. He earned his Bachelor’s degree from the University of Nevada – Las Vegas, and attended the University of Pennsylvania Wharton School of Business for the Advanced Investment Management program. He is actively involved in his community and volunteers at multiple local charities. Outside of the office, Nick enjoys spending time with his family and five kids, playing ice hockey, and vacationing with his family at their lake home in Michigan.

Todd Gentry, CFP®

Managing Partner & CEO

As a CERTIFIED FINANCIAL PLANNER™ professional (CFP®), Todd Gentry brings a creative and sophisticated perspective to the world of investing. Having started his career as a special needs planner, Todd developed a keen awareness of industry development and market trends that ultimately led him to the MetLife Bank team. Through his experiences at the firm, he was able to establish a company that focused exclusively on the needs of clients. As an independent advisor, Todd has the opportunity to work closely with individuals and businesses and help guide them towards their goals. Through an emphasis on client education and a strong eye towards technology, Todd and PlaniFy Wellness strive to be on the cutting edge of developments within the financial world.

A graduate of Missouri State University (now Missouri State), Todd earned his Bachelors of Science in Finance and was the first person in his family to graduate with a college degree. He went on to attend the American College of Financial Services where he earned his CERTIFIED FINANCIAL PLANNER™ professional (CFP®) and Chartered Financial Consultant (ChFC®) designations. Along with his life and health licenses, Todd also has his FINRA Series 6, 7 & 63 registrations. Outside of the office, Todd enjoys spending time with his wife and daughters, Tammy, Reece and Ava.


Nick Dragan, CFP®, CRPC®

Managing Partner & Investment Specialist Managing Partner & Investment Specialist

(314) 548-4834

“Excellence is not an act, it is a habit.” – Aristotle A veteran of the financial services industry, Nick Dragan specializes in helping clients understand and improve their financial situation. With a successful...

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As a Certified Financial Planner™, Todd Gentry brings a creative and sophisticated perspective to the world of investing. Having started his career as a special needs planner, Todd developed a keen awareness of industry...

Read more