About Us

Plan-Wel was founded with the goal of assisting our clients in every aspect of their financial lives.

At Plan-Wel we are dedicated to providing strategic investment and wealth planning solutions to our clients. To say simply, we strive to be our client’s most trusted financial advisors. Our primary focus is to provide unbiased solutions designed to achieve long term investment results.

We do this with highest levels of trust, integrity and respect. We are dedicated to educating, and providing informed direction to each and every client.

Our philosophy is simple. We want to get to know you in order to help you make the best decisions possible.

We want to know what your goals are asset protection and wealth creation or provide income replacement and asset protection in the event of any mishap.

With these goals in mind, we will work together to assess your total financial planning needs. We will work with you to create a plan including solid insurance and investment products flexible enough to meet your changing needs.

Our team members follow few basic core values -

  • Trust: Trust is integral in our relationships just like empathy and the ability to understand. We’ll earn your trust by doing what we say we’ll do.
  • Engaged Relationships: Our proactive approach to connect and engage allows us to partner with you, as we build our relationship and not to forget your financial portfolio.
  • Stability & consistency: We have been in this industry for over and this allows us to advice you on the best suitable investment options available which deliver consistent returns