Make retirement the best part of your life.
Retire Well. Live Fully.
Tax-focused retirement planning with in-house CPA expertise. We turn financial complexity into a clear path, so you can make decisions with more confidence and less second-guessing.
Whether retirement is around the corner or already here, we help you understand your options, build a plan you can actually follow, and feel more at ease about what comes next.
35+ Years
Serving the greater Chicagoland area for over 35 years.
Tax-Smart
Tax-focused planning with in-house CPA expertise.
Clear Plan
A smart, simple plan built for real retirement decisions.
Why the name
Wellment Financial?
Retirement is not just a financial milestone. It is a personal turning point. A time to move forward with clarity, confidence, and a deeper sense of well-being.
Wellment blends wellness with momentum, capturing the feeling we want clients to have when they step into retirement.
Prepared. Grounded. And ready for what’s next.
What we do, in
plain English
We are tax-focused retirement strategists and partners, delivering a smart, simple plan so you can spend and live with confidence, freedom, and comfort.
That plan brings your financial world together. It helps you make thoughtful decisions about taxes, income, investments, and the big transitions that show up in retirement.
You will not get a one-size-fits-all approach here. You will get a team that listens closely, explains clearly, and helps you move forward with a plan that makes sense.
Our retirement planning is built on three pillars
Smart tax-focused retirement planning
Taxes have one of the biggest impacts on retirement. That is why we build tax strategy into everything we do, with in-house CPAs and retirement expertise working together.
Your entire fiscal house, under one roof
Your financial life is connected, so your plan should be too. We help you coordinate your investments, insurance, tax planning, and retirement decisions in one place, with one team.
A community where you belong
Retirement is a life transition, not just a financial one. At Wellment Financial, you will find a team who cares and a community that grows with you through lasting relationships and shared experiences.
If you heard Josh on the radio, you’re in the right place
If you tuned in on Saturday morning and thought, “Wait, what happened to FSR?” you are not alone.
The reason for the change is simple. The work we do, especially tax-focused retirement planning, has grown. The old name no longer captured what we’re really about.
Same team. Same values. A clearer name and message for the people we serve.
A firm built for clarity, comfort, and real life
Most people do not need more information. They need a plan they can actually use.
At Wellment Financial, we help make complex topics manageable and empowering, with a style that is warm, clear, and easy to talk to.
Clients often tell us they feel more at ease because they finally understand what they are doing and why. That is the goal.
Rooted in CPA expertise. Built for retirement. Based in Elmhurst.
Our firm began as a CPA practice, and tax strategy is still at the center of what we do. That matters because retirement today is different than what many people grew up watching. Taxes can shape your decisions for years to come.
We are located in Elmhurst, and we serve the greater Chicagoland area.
Questions,
Frequently Asked
Is Wellment Financial the same firm as FSR Wealth Strategies?
Yes. Same people, same focus, and the same tax-smart retirement planning approach.
Do you only help retirees?
We primarily work with people who are close to retirement, already retired, or managing more complex wealth and tax decisions.
What makes you different than other advisors?
We integrate tax strategy into the retirement plan, coordinate your entire financial picture, and build long-term relationships that feel personal, not transactional.
What is the best first step?
A complimentary 15-minute phone call so we can learn what you are trying to accomplish and answer a few early questions.
Schedule your complimentary phone call
A simple conversation
can bring a lot of clarity.
Retirement can feel complicated, even when you’ve done a great job preparing. Sometimes the most helpful thing is simply talking it through with someone who understands the moving parts.
That’s what this call is. A calm, straightforward conversation to learn what you’re working toward, answer a few questions, and help you decide what the next step should be.
Complete the short form below to start the conversation.
What happens on a complimentary 15-minute phone call?
- Share what prompted you to reach out
- Ask a few questions that have been on your mind
- Learn how our team approaches retirement planning
- Get a sense of what the next step would look like if you want to continue
If we’re not the right fit, we’ll tell you that too. Either way, you’ll leave the call with more clarity than you started with.
You’ll speak with a real person from our team. We keep it simple and respectful.
Looking for other information and updates from FSR Wealth?
Use the links below, and don’t hesitate to reach out to us with questions!