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What Is a Financial Wellness Plan?

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

Anita J Patel has joined wtih Bravias Financial (“Bravias”) an independent retirement planning firm. Investment advisory services offered through Bravias Capital Group LLC, a New Jersey State Registered Investment Advisor. Bravias Capital Group and Bravias Financial are independent entities. Insurance products are offered through Bravias Financial. For more information about BCG’s investment advisory services, including fees, please carefully read the disclosure statement as set forth on Form ADV Part 1 and 2A, which are publicly available on the SEC’s website (www.sec.gov). ACCESS TO THIS WEBSITE IS PROVIDED FOR INFORMATIONAL PURPOSES ONLY AND WITHOUT ANY WARRANTIES, EXPRESSED OR IMPLIED, REGARDING THE ACCURACY, COMPLETENESS, TIMELINESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS WEBSITE OR ANY THIRD PARTY WEBSITE LINKED TO THIS WEB SITE. This website is for informational purposes only and is in no way a solicitation or offer to sell securities, investment advisory services or insurance products.

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