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FinWellU is
Financial Wellness Done Right®

Strategic Partners for a Secure Financial Future

The Financial Wellness Done Right® program provides individuals of all ages and financial situations with the roadmap to plan for a secure future. We specialize in partnering with employers to enhance their existing benefit programs without changing them. Our mission is to foster a workplace culture of wellness that empowers employees to get the most out of their hard-earned money.

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Built on Trust and Professional Standards

  • Enhancing Existing Benefits: We work alongside your current offerings to maximize their value for your team without altering your established plans.
  • Zero-Solicitation Policy: Our program is strictly educational; we provide guidance and knowledge without ever soliciting employees for outside products or services.
  • Stewardship and Advocacy: We act as reliable advocates for your workforce, ensuring every participant has a trusted partner throughout their financial journey.
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Comprehensive Support for All Walks of Life

  • Specially Trained Presenters: Our workshops are led by local financial professionals with specialized training in workplace wellness and retirement transitions.
  • Dynamic, Modern Content: Our presentations and materials are constantly updated to reflect the latest changes in the healthcare system, government programs, and financial regulations.
  • Total Benefit Optimization: We provide the education required to turn your total rewards package—including health insurance, 401(k) plans, and HSAs—into a powerful engine for building personal wealth.
  • Integrated External Strategies: We teach you how to coordinate workplace perks with external pillars, such as Social Security optimization, Medicare navigation, and private investments.
  • Collaborative Expert Network: We bring in a network of specialized professionals, including experts in real estate and law, to provide a holistic support system.
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Our Proven Approach to Financial Freedom

Educate

We give employees the objective information they need to develop meaningful, attainable financial goals.

Relate

We help them create a personalized roadmap that connects their near and long-term goals to their specific employer benefits.

Motivate

We work diligently by their side to provide the support needed to pursue real, lasting changes in their lives.

Trust the Financial Wellness Done Right® Professionals

Plan Now, Thrive in the Future

Contact us today to schedule an appointment with one of our financial advisors or book a financial workshop!

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Personalized Access for Your Organization

We provide each partner organization with a dedicated, custom web page. This private portal serves as a central hub for your employees to access:

Tailored Content

Financial resources specific to your company's benefit structure.

On-Demand Education:

Replays and videos of all virtual meetings and workshops.

Real-Time Updates

The latest information regarding benefit changes and upcoming wellness events.

Our Team – HelpUThrive

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Jacob M Gustafson

CFP®
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Erik Liek

CFP®
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Anthony Benz

A man in a dark suit, white shirt, and red tie poses for a formal portrait against a plain gray background.

Kyle Thomas

Our Team – RetireU

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Paul Tourville

CASL®
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Edward G. Devinger

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Timothy Zenker

A man in a dark suit, white shirt, and red tie poses for a formal portrait against a plain gray background.

Kyle Thomas

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Andrew Houte

CFP® EA CRPS® CASL®
Smiling man in a dark suit, white shirt, and red tie, with short hair, posed against a plain gray background.

Erik Liek

CFP®
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Eric Johnson

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Cory Graves

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Theodore G. Baer

CFP® CIMA® AIF® MBA®
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Julie Douglas

CFP®

Ready to Transform Your Workplace Culture?

Secure Your Bright Financial Future Today.

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