We offer a complimentary initial consultation with Dick. At that time, we will identify your plan advisory needs and develop a Summary. If this firm's Service Suite includes an appropriate product or service, we will offer to develop a proposal.
Most often, we start advisory engagements with a hands-on, intensive Transition Program. This completes a due diligence review. Depending upon your plan's strengths and opportunities, Well and Good LLC offers ongoing services packages at different intensity levels.
Please call at your convenience any business day: 8:30am - 5pm, Central time. We are also available by appointment.
Our main telephone number is 608.256.9882. If that line is tied up when you call, please leave a message or try the backup line: 608.335.0029. Our fax number is 608.255.4194.
We serve clients nationwide, mainly by phone, e-mail and/or webinar. We travel to major cities and upon request to meet with clients.