Our coaching & planning services
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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