WellFit Financial, P.C.

WellFit Financial - For investors who are as serious about their health as they are about their money. “For many years now, we’ve personally experienced the positive effects of integrating sound financial management and healthy habits into our everyd...

WellFit Financial - For investors who are as serious about their health as they are about their money. “For many years now, we’ve personally experienced the positive effects of integrating sound financial management and healthy habits into our everyday lives. You can, too.” “We use our experience, insights and money management tools to help like-minded clients achieve wealth, well-being and abundance.” Greg Lane, CPA, CFP® | Lisa Lane, CSA, RD Co-Founders and Principals of WellFit Financial – Phoenix, Arizona We help you to: Plan: Achieve your financial goals through proper planning. Invest: Make suitable investment selections in your Trust, 401(k), IRA or other retirement accounts. Manage Your Portfolio: Manage your investment portfolios, for a % fee ranging from 0.5% to 1.0% per year. We take NO commissions on any investment products. Plan for Health Insurance/Health Care Costs: Plan for your health insurance and health care costs – especially in retirement, using tax deductible strategies. Reduce Income Taxes via Second Opinion Reviews: Reduce your income taxes by giving you a second opinion if you prepared your income taxes using TurboTax or H&R Block’s tax software. Select and Purchase Insurance: Review and purchase your life, disability and long-term care insurance. Select Employer Benefits: Evaluate your employer financial and wellness benefits. Plan for Education Costs: Save for education expenses. Your account is protected by the SIPC and Pershing/Bank of New York Mellon.