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What Is a Financial Wellness Plan?

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

Schanna Financial
30011 Ivy Glenn Drive, Suite 218B, Laguna Niguel, CA 92677
Office: 949-715-3059 Fax: 949-269-7979 Mobile: 949-390-5055
[email protected] | www.schannafinancial.com

CA Insurance License: 0C16813

*Securities and investment advisory services offered through Osaic Wealth, Inc.,
member FINRA/SIPC. Osaic does not provide tax or legal advice.

Insurance services offered through Schanna Financial & Insurance Service, Inc., DBA Schanna Financial, who is not affiliated with Osaic Wealth, Inc.. All other listed entities are unaffiliated.

SPF Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states (registrations vary by individuals representative): AZ, CA, CO, IL, MA,MI, MN, MT, NC, SC, WV.

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