You care about your
We'll help you care even more.

Holistic Financial

We’re your one-stop shop for employee benefits, insurance, investments, retirement planning, estate and legacy planning, and more.

Guidance You
Can Trust

Our team is committed to always looking after your best interests and giving you the same unbiased advice we’d give to our own family.

Service As It
Should Be

You deserve to work with people who will take great care of you, and you can count on us to not only meet, but exceed your expectations.

In this day and age, the financial decisions people have to make can be complicated, confusing and overwhelming. With so many different options and all the conflicting advice out there, it’s hard to know what steps to take or who to trust...but it doesn’t have to be that way.

Here at Howell Financial Group, we take the stress out of making financial decisions by utilizing a highly-educational approach. We start with getting to know you and learning where you are now and where you’re trying to go, and then we educate you on all of the possible ways to get there. Our goal is for you to truly understand your options so that you’re empowered to make wise decisions that are in alignment with your goals and your values.

If you’re looking for someone who can help you have financial clarity, confidence, and peace of mind, welcome to the family.

Request a Consultation

Our Process is Simple!


Step One: We educate you on all of your options so that you’re empowered to make the wisest possible decisions for your needs


Step Two: We design a plan based on your decisions using a client-centered process that’s built to keep the leg work off your plate


Step Three: We provide you with year-round service, both in person and through our easy-to-use online platform

Our Expertise

Benefit From Our Full Spectrum of Services

  • Executive Benefits
  • Employee Benefits
  • Insurance
  • Investments
  • Wealth Management
  • Financial Planning
  • Retirement Planning
  • Charitable Giving
  • Key Person Protection
  • Succession Planning
  • 401(k) and IRA Rollovers
  • College Funding
  • Medicare Supplements
  • Estate & Legacy Planning
  • Long-Term Care