Wells Financial Planning

Wells Financial Planning Family-run for 3 generations—personalized financial planning for individuals, families, and small businesses.

At Wells Financial Planning, family and community are at the
heart of everything we do. For over four decades, the Wells
name has been part of Fayetteville’s story and beyond—
helping families and small businesses organize, plan, and
protect what matters most.

03/11/2026

Traders and investors say they are getting used to “event risk,” outsize market swings triggered by unexpected news.

02/18/2026

If you invest in stock through your employer retirement plan, you should understand net unrealized appreciation.

02/15/2026

Many people will see bigger refunds and new deductions this tax season, while others may be revisiting the dreaded alternative minimum tax. Don’t panic just yet. Here are the changes you should know.

02/11/2026

There are three ways to fund a Roth IRA.

02/04/2026

Your filing status affects everything from your tax brackets to whether you have to file at all. Here’s how the rules work.

01/28/2026

529 plans are a great way for parents or grandparents to make lump sum gifts for education.

01/25/2026

A letter of instruction can be just as important as a will in helping your loved ones settle your estate and move forward with their lives.

There are a lot of money beliefs that sound true... until you get closer to retirement or start planning for the future....
01/23/2026

There are a lot of money beliefs that sound true... until you get closer to retirement or start planning for the future.

Many people carry these myths for years and they can quietly hold you back from feeling confident and prepared. Whether you’re getting ready to retire, already enjoying retirement, or running a business that keeps you busy, having the right information makes all the difference.

A clear plan brings clarity, stability, and peace of mind — no guessing, no overwhelm. If you’re ready to take the next step, we’re here to help you make sense of it all.

Building financial confidence starts with the right habits.Which one is your top priority? Drop your answer below!⬇️ ...
01/19/2026

Building financial confidence starts with the right habits.

Which one is your top priority? Drop your answer below!⬇️

01/18/2026

No two credit scores are the same, even if they belong to the same person. That's because the financial industry uses different scoring models for different purposes.

Most people don’t retire confidently because they timed something perfectly.They retire confidently because they stayed ...
01/15/2026

Most people don’t retire confidently because they timed something perfectly.

They retire confidently because they stayed consistent, planned ahead, and avoided the noise.

A few small habits today can make a big difference later.

01/14/2026

Mortgage rates showed only a muted reaction after the Fed’s latest rate cut, holding near their lowest levels in more than a year.

Address

101 Devant Street, Suite 603
Fayetteville, GA
30214

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+16788170210

Website

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