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Wells Financial Advisors, Inc. - Retirement Planning l Wealth Management l Fee-based Financial Planning

Terry B. Wells. Sarah A. Wells. Reaching your financial goals requires knowledge, diligence, and purpose. You need a coach to help you manage your wealth by providing a comprehensive financial plan. Based on your individual aspirations and needs. Wells Financial Advisors, Inc. serves as your financial coach. We pull together all the elements of your financial life to create a coordinated plan of action and help you execute the plan in a focused and disciplined manner. Inc, Member FINRA.

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Wells Financial Advisors, Inc. - Retirement Planning l Wealth Management l Fee-based Financial Planning | wellsfainc.com Reviews
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Terry B. Wells. Sarah A. Wells. Reaching your financial goals requires knowledge, diligence, and purpose. You need a coach to help you manage your wealth by providing a comprehensive financial plan. Based on your individual aspirations and needs. Wells Financial Advisors, Inc. serves as your financial coach. We pull together all the elements of your financial life to create a coordinated plan of action and help you execute the plan in a focused and disciplined manner. Inc, Member FINRA.
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Wells Financial Advisors, Inc. - Retirement Planning l Wealth Management l Fee-based Financial Planning | wellsfainc.com Reviews

https://wellsfainc.com

Terry B. Wells. Sarah A. Wells. Reaching your financial goals requires knowledge, diligence, and purpose. You need a coach to help you manage your wealth by providing a comprehensive financial plan. Based on your individual aspirations and needs. Wells Financial Advisors, Inc. serves as your financial coach. We pull together all the elements of your financial life to create a coordinated plan of action and help you execute the plan in a focused and disciplined manner. Inc, Member FINRA.

INTERNAL PAGES

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1

Wells Financial Advisors

http://www.wellsfainc.com/schwab-alliance

Terry B. Wells. Sarah A. Wells. P: 508-655-9303 F: 508-655-9305 terry.wells@wellsfainc.com.

2

Risk Management | Tax Planning | Asset Allocation

http://www.wellsfainc.com/financial_planning

Terry B. Wells. Sarah A. Wells. Putting All The Pieces Together. Effective financial planning involves much more than asset management. Especially as you approach retirement, it’s vital to have a broad perspective that takes into account all the aspects of your life, including your risk tolerance. You need a carefully designed, customized game plan to enhance your ability to reach your goals and attain financial peace of mind. Our comprehensive financial planning process includes:.

3

Wells Financial Advisors

http://www.wellsfainc.com/web-links

Terry B. Wells. Sarah A. Wells. Certified Financial Planner (CFP). Financial Planning Association (FPA). Society of Financial Service Professionals (FSP). The Wall Street Journal - Selecting an RIA. RiA Stands for You. P: 508-655-9303 F: 508-655-9305 terry.wells@wellsfainc.com.

4

Wells Financial Advisors

http://www.wellsfainc.com/sarah-wells

Terry B. Wells. Sarah A. Wells. Sarah A. Wells. Sarah A. Wells. Is a Principal and Investment Advisor Representative of Wells Financial Advisors. Sarah first started with the firm in 2011 as the Vice President of Operations and is currently a member of the Financial Planning Association ( FPA. Boston University's Financial Planning Program. P: 508-655-9303 F: 508-655-9305 terry.wells@wellsfainc.com.

5

Certified Financial Planner l Fee-Based Financial Planning

http://www.wellsfainc.com/terry-b-wells

Terry B. Wells. Sarah A. Wells. Terry B. Wells. A Tradition Of Achievement. Managing Principal, Terry B. Wells. Founded Wells Financial Advisors in 1996. Terry began his career in 1980 in public accounting, where he worked for two of the largest public accounting firms in the country, and eventually specialized in financial services. Terry has earned several designations in accounting and financial services:. Certified Public Accountant (CPA) - 1982. Certified Financial Planner ( CFP. For the Boston area.

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Wells Financial Advisors, Inc. - Retirement Planning l Wealth Management l Fee-based Financial Planning

Terry B. Wells. Sarah A. Wells. Reaching your financial goals requires knowledge, diligence, and purpose. You need a coach to help you manage your wealth by providing a comprehensive financial plan. Based on your individual aspirations and needs. Wells Financial Advisors, Inc. serves as your financial coach. We pull together all the elements of your financial life to create a coordinated plan of action and help you execute the plan in a focused and disciplined manner. Inc, Member FINRA.

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Wednesday, October 15, 2008. I am taking a stand for my daughter's education! What parent doesn't cry inside when their child has lost all interest in going to school? My first inclination was just to supplement her public education with extra-curricular activities. But by the time she gets home from school, she can do nothing but veg out. No errands with mom, no walks to the park, sometimes doesn't even want to watch a movie. Where did my daughter with boundless energy go? Wednesday, August 13, 2008.

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Sunday, February 8, 2009. NEW PICTURES AND UPDATES. Saturday, July 26, 2008. We finally got a chance to go out after several weeks of planning and me canceling. Ashleigh, Ashley, Twan, and I met at Sal and Mookies for dinner and to reminisce about the crazy things we did before we had children and careers. It was fun although our waiter was kinda weird! The food was good but the fellowship was even better. Ladies let's make this a monthly event! Sunday, July 13, 2008. Fun in the Sun! Braxton is so fun!

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