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What Is a Financial Wellness Plan?

A financial wellness plan is a strategy that strives to address four key objectives.

Supervisory Branch Address: 540 Fort Evans Road NE | Suite 200 | Leesburg, VA 20176 I 800-880-4234

Securities and advisory services offered through Centaurus Financial, Inc. Member of FINRA and SIPC. A Registered Investment Advisor. This is not an offer to sell securities, which may be done after proper delivery of a prospectus and client suitability has been reviewed and determined. Information relating to securities is intended for use by individuals residing in NH, VT, MA, CT, and OH.

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Check the background of this investment professional