If you’re looking for a financial advisor there’s a possibility we could be a good fit.
My pledge to clients
✓ All clients are unique and will receive personalized, custom solutions.
✓ Clients deserve advice and or services focused on their unique situations.
✓ Managing risk of loss must be prudently balanced when considering the pursuit of maximum gain.
✓ Trust and respect will be cherished and continually earned.
✓ Each client will receive a personalized strategy to efficiently work toward their specific goals.
Who I serve:
I consider myself to be one of the luckiest advisors out there. I have had the good fortune to work with a wonderful group of clients for many years. While each client is unique there are a few commonalities that might help you determine if you would also benefit from my services.
- The vast majority of people I serve from across the country believe time is their most precious and valuable commodity. Because of this belief, they hire me so they can focus their time on the things in their life that matter the most: family, career, friends, charity, travel, hobbies, to name a small handful. The last thing they want to worry about, they have shared, is their investments. Assisting them with this stuff is how I make their lives’ easier.
- Most clients are fairly conservative investors that place high value in the safety of their investment strategy and less emphasis on taking high risk in effort to generate maximum return.
- My clients are patient, long term investors committed to having a custom asset management strategy with the aim of working and growing with them for the rest of their lives – not short term trading that may or may not work.
- Most clients are successful, family oriented, community involved people, as mentioned above, with life purpose that far exceeds just money and personal belongings.
- About 65% of my clients are either retired or within 5 years of retirement.
- The other 35% are around 45+ years old and are physicians, business owners, CRNA’s, engineers, corporate executives, air traffic controllers, dentists and a variety of other professions.
I am a COMPREHENSIVE FINANCIAL PLANNER with Expertise in Retirement & Tax Strategies
HOW I WORK:
I employ a 2-step process to help you evaluate my services and make an informed decision about working together. During our time together, we will focus on how you can improve retirement success + lower your tax bill.
For NEW CLIENTS:
Are you…
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- A Retirement-Focused Investor?
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I work with retirement-focused clients, typically age 45+, who are serious about retiring, already retired, or near retirement.
If you are under 45, not to worry! If during our discussion it seems like a member of my team will be a better fit for you and your goals, I will refer you to them, with me helping behind the scenes.
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- A Diligent Saver?
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I work with savings-focused clients with investments over $1 million (Excluding real estate). However…
…not everyone is a millionaire, of course, and I want to help you get there so I also help diligent savers who are saving aggressively – at least $2000 a month savable outside of work plans. These folks truly want to grow their portfolios and better their situation.
As with retirement planning, if it seems like another advisor in my firm will be a better fit for you, I will gladly make the referral. Please still reach out, and based on your needs I will find the right advisor to help. I also have a network of advisors across the country if you prefer someone close to where you live.
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- Looking for Professional Financial Guidance?
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If you are seeking professional assistance because your financial life and retirement is too important to take chances with, I am here to help.
If any of the above sound like you, or if you’re interested in learning more about what my firm and I can do for you, my 2-step process is simple.
Step #1 – Schedule 20-30 Min Zoom Meeting or Phone Call
A 20 to 30-minute meeting will give us both a chance to make sure your situation matches my expertise.
After all, you wouldn’t see a Cardiologist if you needed foot surgery!
Schedule Your Call (Click Here to Schedule)
Step #2 – Meeting
The next step is a meeting (in-person or virtually). During this 1-hour meeting, I will get crystal clear on your retirement goals, estate planning needs, and financial concerns. This is all about you. Your Money. Your Goals. Building towards One Clear Plan.
I’ll ask that you share what areas you want to cover, such as:
- Developing a personalized wealth plan
- Making wiser decisions with investments
- Lowering your taxes
- Maximizing charitable gifts
- Creating an asset protection strategy
- Making sure your heirs are secure at your passing
- Pre-sale planning before selling your business
- Post-sale planning after you have sold your business
- Maximizing your stock options or RSUs
- Creating a retirement income plan
- Etc.
Like a doctor’s appointment, it’s important to diagnose before we prescribe. You will learn how I and Midwest Wealth Advisors operate as the Financial Director for the families we serve.
Before we wrap up, I will share what the Financial Planning fee will be to address the concerns we uncover during our time together and share the steps of our process for addressing all the items in your plan, such as retirement, wealth transfer, business succession planning, estate planning and asset protection*.
And Finally, Bonus Step #3: Think About It!
At the end of this process, I will simply ask you to think about it. I am looking for long-term relationships, not a quick transaction. If you decide that I’m not a good fit, I will happily help you find another professional with the right expertise. There is never a hard-sell or pressure to say “yes.”
Schedule Your Call (Click Here to Schedule)
Still Have Questions? Keep Reading…I have a page called FAQs above to hopefully answer all your questions.