THE FINANCIAL WELL, INC.
TAMPA, FLORIDA

Founded in 1998, The Financial Well is a fee-only registered investment advisor and fiduciary, as defined by the Securities Exchange Commission, the Board of Standards for the Certified Financial Planning Practitioners, and the Financial Planning Association. As a fiduciary, we are committed to no hidden fees, full disclosure, and putting you first when providing advice. We help those interested in helping themselves - women, recently or soon to be retired, multi-generational families with the desire to leave a legacy, families with elder and special needs issues, veterans, and other government employees. We believe the more you give, the more you receive. Our job is to help you find the best opportunities to fulfill your dreams and endeavors. By doing so, we help the dreams of many come true. The Financial Well, Inc. Code of Ethics The cornerstone of The Financial Well Code of Ethics is based on this fiduciary premise. This Code sets forth the fundamental principles of conduct and professionalism expected by all employees, officers or directors in discharging their duties to The Financial Well family of clients. : We shall respect the confidentiality of any information entrusted to, or obtained in the course of, business or professional activities.Confidentiality is having another's confidence where we are entrusted with their private affairs. Confidence implies full trust and belief that one is a reliable person worth to keep matters private. We are only to use such confidential information for the business purpose intended. : We shall proceed with patience, timeliness, and consistency, and do so in a prompt and thorough manner in the service of others.Diligence is making a constant and earnest effort to attain a given objective. We strive for, in this case, a distinguished record of professional service. The Financial Well brings clarity to your financial world. The Financial Well is your source for financial well-being. The Financial Well team, with over 30 years of financial planning experience, is your one stop resource for financial advice when you are making financial decisions. Whether you need a comprehensive financial plan, a second opinion on your portfolio manager, a financial coach to help you achieve your financial goals, or a financial advisor that collaborates with you to keep you on your financial path, we have a platform that can help you without the worry of hidden fees or missions. Making decisions on mutual funds, stocks, bonds, IRAs, 401k distributions, insurance benefits, social security benefits, or annuities can be overwhelming. Making choices without understanding how they will impact your retirement can be daunting and costly if you make a financial mistake. We offer a 30 minute meeting at no cost so you can determine that we are the right financial planning firm for financial advice.  The Financial Well is located in Tampa, Florida and serves clients throughout Florida. Call 813-229-2000 today to schedule your free 30 minute Get Acquainted meeting. If you you like more information about how we can help you or you would like to sign up for our monthly newsletter, go to the  This message is provided by The Financial Well, Inc. for informational purposes and should not be construed as a solicitation or offer to buy or sell any securities or related financial instruments.