Contact Us

Initial visit is no obligation and free of charge.  

To schedule a meeting, be placed on the waiting list, or for other service needs, please contact Hillary, the Service and Operations Specialist at either: 

  • (507) 774-0882

  • service@planwell.financial

To reach Eaton: 

  • eaton@planwell.financial

Or please submit request below and indicate in the subject line whether your meeting is for:

  • Introduction meeting / Get-to-know meeting

  • Monitoring / Life-change / Investment review

  • Service

  • Annual meeting/s

  • Desired in Blooming Prairie or Virtually (web conference)

Indicate any further details you care to share regarding your inquiry including the level of services that you feel may fit you or questions in the Message section below.  

 

Office LOCATION:

421 E. Main St. #100, Blooming Prairie, MN 55917

MAILING ADDRESS:

PO Box 24, Blooming Prairie, MN 55917