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What Is a Financial Wellness Plan?

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

This website is for informational or educational purposes. It is not intended as investment, legal, retirement or tax advice. Osaic FA and its representatives do not offer tax or legal advice. Individuals should consult their tax or legal professionals regarding their specific circumstances.

Securities offered through Osaic FA, Inc., member FINRA/SIPC. Investment advisory services offered through Sagemark Consulting, a marketing name for Osaic FA, Inc. Osaic FA is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic FA.

*Associated persons of Osaic FA who hold a JD and/or CPA license do not offer tax or legal advice on behalf of the firm.

See Osaic FA’s Form CRS Customer Relationship Summary, available here, for succinct information about the relationships and services Osaic FA offers to retail investors, related fees and costs, specified conflicts of interest, standards of conduct, and disciplinary history, among other things. Osaic FA’s Forms ADV, Part 2A, which describe Osaic FA’s investment advisory services, Regulation Best Interest Disclosure Document, which describes Osaic FA’s broker-dealer services, and other client disclosure documents can be found here.

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