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Accounting & Tax
Business Formation
Sole Proprietorship
Family Limited Partnership
General Partnership
Business Planning
Business Plan
Organizational Documents
Operating Agreements
Retirement Planning
Estate Planning



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- Accounting & Tax
- Payroll
- Business Formation: LLC, S-Corp, C-Corp, Sole Proprietorship, Family Limited Partnership, General Partnership
- Business Planning: Business Plan, Organizational Documents, Operating Agreements
- Retirement Planning
- Estate Planning: Wills and The Family Living Trust
- Protection of Your Business & Personal Assets
- Dispute Resolution
- Mediation
- Collections
- All Legal Documents

Businesses need an accountant with broad business knowledge and prompt service.

I love working with business owners to organize their business and personal financial affairs!

I've always had a burning desire to excel and acquire knowledge that would be of benefit to me and my family, and other people. My success has been built on providing expert assistance and personal service characterized by accuracy and professionalism, but also fun!

Dr. Jeff, and his colleagues at Financial Wellness by Design have expert knowledge and offer outstanding customer service!

Our President, Jefferson Wells, JD, PhD, is a unique and trusted adviser who has training and expertise in ...

accounting & tax

business law

business practices

business planning

estate planning

retirement planning


human behavior

He has been serving the clients of Financial Wellness by Design for more than 30 years. He is a Board Certified Financial Wellness Practitioner (BCFWP), a prestigious credential granted by The American Board of Standards.

Jeff works with companies, organizations, nonprofits, small business owners, families, and individuals! He is a practicing estate and asset protection planner and positive psychologist.

His accounting and tax practice is Financial Wellness by Design.

Jeff has a BA in Political Science, an MBA in Business Leadership, a JD in Law, and a PhD. Jeff is triple board certified: a Board Certified Financial Wellness Practitioner, a Board Certified Juris Diplomate, and a Board Certified Legal & Financial Planner, all granted by the American Board of Standards.