Protecting & Enjoying The Life You
Worked Hard For
Effectively organizing your finances can be a
challenge, but we’re here to tell you that it quickly
becomes less of a chore with the right help.
Wealth • Coaching • Retirement
Protecting & Enjoying The Life You
We want to get to know you. To create plans that make sense now and into the future, we actually need to get to know you well. It’s a requirement of the profession. With us, it’s a calling.
Wilimek Wealth Advisory Group is focused on making our clients’ situations better.
There’s a pervasive suggestion in the world today that people should be able to do- it-themselves when it comes to managing investments and quoting their own insurance. The truth is, however, most of our clients know the difference between having this work done by an expert when compared to what might be generated by a do-it-yourself effort.
Savvy professionals know you would never self-study to conduct your own medical care or to advise yourself legally. They also know their time is either best spent earning or spent with the people and activities that feed their souls.
The help at your disposal is considerable too. We have the skills and resources you need, and we want to get to know you well. Most importantly? We have your best interests at heart and in mind – always.
Wilimek Wealth Advisory Group Stands Out From The Rest:
- We Care Deeply: We really were meant for this kind of work. We recognize that money is a sensitive subject for people and we want to help demystify it for you.
- Transparency is Paramount: We make use of education to make portfolio mechanics more transparent for you.
- We Value Collaboration: Your needs come before ours, always, and we are driven to provide you with the right results to ensure that the plans we create are suited to you and your unique circumstances.
Build Confidence with Financial Coaching
Financial coaching is a service we extend to all current clients. A step on the path towards a proper financial plan, coaching includes ongoing education. With our financial coaching, you’ll be able to:
- Make better financial decisions
- Be more informed & confident
- Better understand financial planning
Protect Your Business with Succession Planning
Business owner clients close to retirement have a vested interest in passing on their companies in an organized way, as the value of their business is sometimes expected to be the future source of retirement income. Succession planning allows you to:
- Create a plan
- Identify possible deficiencies
- Maximize business value
- Ensure a smooth transition
Make Informed Decisions Risk Management
Risk management solutions can take a variety of forms, depending on the risks we want to address. Regardless of the circumstances, there’s likely a suitable form of life or disability insurance that can be applied for to fit your budget. Examples of risks we help cover include:
- Large mortgages for your home
- Debts incurred from school or business
- Insurance for disabled / vulnerable employees
Critical Illness Insurance Coverage
We break this item out from risk management to highlight it, as we believe it’s at least as important as life insurance, particularly when you look at the odds of being diagnosed with a critical illness during your lifetime. We offer this service to:
- Individuals aged 0 to 75
- Businesses for Employee Coverage
Protect Your Assets with Estate Planning
An insurance-focused exercise, estate planning is what we do to ensure the transition of wealth from one generation to the next in a tax-advantaged way. When you die there will be taxes to pay. How much tax often depends on how your affairs are structured. Benefits of this include:
- Access to Estate Planning Specialists
- A thorough, custom-tailored plan
- Expert advice to help your decisions
Strategic Financial Planning
When clients want to dig deeper into their planning, we absolutely want to create that plan. We help you see where you’re at and identify where you’d like to be, to provide information and guidance along the way. You’ll gain access to:
- Individualized Financial Plans
- Advice of Financial Experts
- Ongoing Support for Your Plan