Team
At Wells Financial Group, LLC, we believe our approach adds a broader perspective to all we do and strives to provide increased benefits to our clients.
We can help you address:
- Investing principles and strategies
- Retirement investing and income strategies
- Estate conservation issues
- Risk management analysis
We also can answer your questions, including:
- Can I retire early?
- What will my income look like when I retire?
- Are my investments working hard enough?
- What’s a good approach for college savings?
- Do I have enough life insurance protection for my family?
We have helped many people just like you with similar issues and concerns. Let our experience help you create an approach that is designed to address your individual situation.
Kevin M. Wells, CFP®
Financial Consultant
From “millionaires next door” to busy professionals and business owners, Kevin’s mission is to guide clients towards financial independence. Pursuing and maintaining financial independence requires a planning system...
Lynae Danzeisen
Client Service Manager
Shelley Lytle
Client Service Associate
Our Director of First Impressions, Shelley is quick to welcome everybody with a warm smile. Her attention to detail will ensure that you receive thorough and professional service with each request; and clients can expect a great deal...