Financial Wellness Service Packages

Financial Wellness Services

Choose the Path That Fits Your Future

Our service packages are designed to meet you where you are—whether you are protecting what you’ve built, preparing for retirement, or focused on building long-term wealth. Each package provides personalized guidance, education, and strategic support to help you move forward with clarity and confidence.

Protection Planning Package

Secure What Matters Most

Designed for individuals and families who want to protect their income, loved ones, and financial foundation.

Best For:

Families seeking financial protection
Individuals with dependents
First-time financial planning clients
Business owners needing basic protection strategies

What’s Included:

Personalized financial protection assessment
Life insurance education and solution guidance
Health insurance review and recommendations
Insurance policy review (existing coverage)
Risk and coverage gap analysis
Basic financial education session

Key Outcomes:

Confidence in your protection strategy
Clear understanding of coverage options
Reduced financial risk for your family
Foundation for future financial planning

Retirement Readiness Package

Plan for the Life You Want to Live

Designed for individuals and business owners preparing for retirement who want clarity around income, benefits, and long-term financial stability.

Best For:

Pre-retirees (5–15 years out)
Business owners planning exit strategies
Individuals unsure if they are financially ready to retire
Clients seeking structured retirement planning

What’s Included:

Retirement readiness assessment
Retirement income strategy overview
Employer-sponsored benefits review
Social Security and income planning education
Insurance alignment for retirement needs
Mid-level financial education and planning session

Key Outcomes:

Clear retirement roadmap
Understanding of income streams in retirement
Increased confidence in financial preparedness
Alignment of benefits, insurance, and goals

Business Owner Protection Plan

Protect Your Business. Secure Your Legacy.

Designed for business owners who want to protect their company, income, and long-term vision while preparing for continuity and stability.

Best For:

Small to mid-sized business owners
Entrepreneurs and founders
Owners with employees or partners
Business owners planning for growth or transition

What’s Included:

Business protection and risk assessment
Key person insurance education and guidance
Business continuity and succession planning overview
Owner income protection strategy discussion
Employer-sponsored benefits education for staff
Review of existing business and personal coverage
Financial education focused on business-owner needs

Key Outcomes:

Protection strategy for business and personal assets
Increased stability and continuity planning
Reduced financial risk to the business and family
Clear understanding of protection options for owners and teams
Stronger foundation for long-term business success

Wealth Building Package

Build, Grow, and Preserve Generational Wealth

Designed for individuals, families, and business owners focused on long-term wealth creation, legacy planning, and financial growth.

Best For:

Families seeking financial protection
Individuals with dependents
First-time financial planning clients
Business owners needing basic protection strategies

What’s Included:

Personalized financial protection assessment
Life insurance education and solution guidance
Health insurance review and recommendations
Insurance policy review (existing coverage)
Risk and coverage gap analysis
Basic financial education session

Key Outcomes:

Confidence in your protection strategy
Clear understanding of coverage options
Reduced financial risk for your family
Foundation for future financial planning

Our Process

Simple. Clear. Effective.

Step 1: Consultation

We learn about your goals, needs, and current financial situation.

Step 2: Assessment

We evaluate your current position and identify opportunities.

Step 3: Strategy

We provide guidance and education tailored to your goals.

Step 4: Implementation Support

We connect you with licensed professionals and support your next steps.

Get In Touch

Learn More About Our Services

Schedule a Consultation

We provide integrated consulting, financial education, and workforce-focused solutions that promote business health and financial wellness.

Email Support

info@abbahealthwellness.com

Call Now

Phone : 213-677-9933