About Us Financial Wellness Done Right™ is a resource for people from all walks of life to plan their financial futures. Get financial advice from people who know what you’re going through because they’ve been through it themselves. Our Team Knows Financial Wellness Our Financial Wellness Done Right program helps people of all ages and financial situations plan for a secure financial future. We specialize in assisting employers in crafting employee benefit programs that promote a culture of financial wellness and help employees get the most out of their hard-earned money. We also guide valued employees, whatever phase of life they are in, to plan for a stress-free retirement. Our commitment is to equip individuals with the tools and knowledge they need to secure their financial future. How Can Our Professionals Help You? Easy-to-follow webinars and workshops tailored to employees’ needs Connect with employers and their benefits experts for the best information and advice Create a stress-free retirement plan that employees can stick to Become educated on maximizing employee benefits Our Team – HelpUThrive Jacob M Gustafson, CFP® Eric Liek, CFP® Anthony Benz Kyle Thomas Our Team – RetireU Paul Tourville, CASL® Edward G. Devinger Timothy Zenker Kyle Thomas Andrew Houte, CFP® EA CRPS® CASL® Eric Liek, CFP® Eric Johnson Cory Graves Theodore G. Baer, CFP®, CIMA®, AIF®, MBA Julie Douglas, CFP® Our Resources Trust the Financial Wellness Done Right Professionals Contact us today to schedule an appointment with one of our financial advisors or book a financial workshop! Contact Us WE PUT CLIENTS FIRST Learn how our financial wellness workshops can help our valued customers Overview of Financial Wellness Done Right Here is a great quick overview of what Financial Wellness Done Right delivers to both employers and their employees at NO COST! Contact us to discover how to maximize your […] HelpUThrive Workshop Topics These education offerings are typically 25-30 minutes in length and are customizable to include current or proposed benefit offerings. • Smart Decisions for your Money in your 20’s, 30’s, and […] RetireU Workshop Topics These education offerings are typically 45-50 minutes in length and are customizable to include current or proposed benefit offerings. • Retirement Healthcare • Retirement Income Planning • Social Security: An […] More Learning