Financial Wellness for Life®
The world is more complicated today – do you really want to make financial and life decisions alone?
B$D Financial Wellness for Life® is a comprehensive, holistic, wealth management oversight program designed to guide you through the never-ending changes life brings.
What’s Included?
Initial Setup
Personalized Analysis and Roadmap for your Financial Future
Investment Positioning
Investment Management
Cash Flow Management
Insurance Review
Quarterly Webcast
Twice Yearly Update and Review
Yearly Tax Planning
Personalized Financial Problem Solving and Guidance
Estate Planning and Preservation
Wealthcare Planning
How Do I Get Started?

844-507-0961
REGISTRATION
Better Money Decisions, LLC, may transact business only in states in which it is registered, or in which it is excluded or exempted from registration.
Better Money Decisions, LLC, is currently registered in the states of New Mexico, Arizona, Texas and California.
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