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.
Planning • Wealth • Coaching • Retirement
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.
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.
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:
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:
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:
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:
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:
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:
Wilimek Wealth Advisory Group is proud to have helped countless people through the years. Here’s a handful of the great things they’ve said about how we helped!
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