Founded in 1993 by Rick E. Gallup, ChFC®, Well Planned Financial, LLC operates as a fee-only, independent Registered Investment Advisor (RIA). The firm is committed to serving as a trusted financial guide for its clients, offering comprehensive financial planning, retirement planning, tax strategies, and investment management services. By adhering to a fiduciary standard, they prioritize their clients' best interests, focusing on building long-term relationships to help individuals and families navigate life's financial transitions and achieve their goals.

Founded in

United States