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Welcome To...

well being financial group

Pennsylvania's Premier Retirement Planning Firm
meet us

Watch a quick video to learn about our
"Rock Solid Retirement Income Strategy".

Peace of mind that comes with retirement income that's ​guaranteed to last as long as you do!

 

About Us


Mike Kaminski | ​Safe Money Accumulation & Income Planner
Mike Kaminski has been helping people realize their retirement goals and assisting with income planning for 31 years. He is the co-founder of Well Being Financial Group.

His list of accomplishments:
  • Specializes in income planning that offers structured payouts.
  • Host of “Safe Money and Income Show” for many years. His focus is on asset protection, safety and income.
  • Host of many educational workshops over the years which are dedicated to providing information, education, and advice for pre-retirees and retirees across Northeastern United States.

​For over three decades Mike has helped people protect their life’s work by following our most important rule: Don’t lose your money. Mike is qualified to handle a range of challenges facing today’s pre-retirees and retirees, specializing in safe money solutions. We create guaranteed income for life while optimizing safety of principle, ensuring you have enough money at retirement and protecting your assets.


We offer real solutions to your problems and make sure you don’t outlive your money and assets.

Mike has been a resident of eastern Pennsylvania his entire life. He is a proud husband and father of two adult daughters. His family enjoys hiking, biking, running, and most activities.
schedule a time to meet with Mike
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Our Services
What We Do For Clients

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Asset Protection
​Retirement doesn’t mean that it’s time to stop growing.  Same holds true for your money.  It should mean, however, that it’s time to stop taking unnecessary risk. 
 
We specialize in helping retirees protect their retirement assets while continuing to move forward.
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Family Legacy Planning
Many of our clients want to leave a legacy for their children and grandchildren and are shocked to learn how easy it is to double, even triple their inheritance – TAX-FREE AND GUARANTEED!
 
We also work with our clients and help them embrace their own mortality and be prepared for the loss of a spouse and the income burdens this can often create.          

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Extended Care Solutions
Long-term care/extended care costs have gone up substantially in the last 10 years.  Unfortunately, the statistics are not in our favor, a plan to address these costs should be included in every retirement strategy.
 
The good news is we work with hybrid insurance plans that leverage your dollar in case you need it for extended care, but remain 100% accessible for withdrawal if you don’t.    
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Retirement Income
Creating an income plan to last throughout retirement is perhaps the single most important challenge retirees will face.  It’s very likely to spend 30 years or more living in retirement without earned income.
 
We create a customized retirement income plan, encompassing all sources of income, for each one of our clients and no two plans are exactly alike.  Let us get to work on a plan for you.
how can we help you?
 
Host of:
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Listen Every Week!

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WAEB 790 AM
​Saturday 10:00 am
Sunday 10:30 - 11:00 am

When it comes to getting safer with your retirement, sometimes the
first step is the hardest.  We want to make it easy for you and take away the anxiety and uncertainty that often comes with working with someone new. 
​
 
Now you can read all about Mike’s safe money strategies and how he’s helped hundreds of retirees just like you. 
  
Did you know that Warren Buffet’s number one rule to investing is never lose money?  He also has a second rule…
Learn more
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We Love To Meet New People!
Contact Us

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MAIN OFFICE
3477 Corporate Parkway
Suite 100
Center Valley, PA 18034
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EMAIL
​mike@wellbeingfinancialgroup.com
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CALL
(484) 671-2461

Registration Form

Please fill in the form below.

(484) 671-2461  |  mike@wellbeingfinancialgroup.com

The information provided herein is the exclusive property of Well Being Financial Group. This material has been prepared for
informational and educational purposes only. It is not intended to provide nor should be relied upon for accounting, legal, tax, or investment advice.

​ © 2019. Well Being Financial Group. 
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