Multigenerational Retirement Income and Estate Planning
Simply put, we are a multigenerational firm that delivers unique comprehensive financial planning solutions to our clients and their businesses. We take a holistic approach that focuses on 16 different but interconnected areas of each client. That focus allows us to develop, implement, and maintain a comprehensive retirement income and estate plan for our clients that will span generations and is backed by the highly qualified Weilert Wunderlick Armstrong team. We work with individuals and businesses across varying industries and locations around the country.
We place you (the client) at the center of our Wealth Management and Retirement Income planning process and build a customized plan based on your unique goals and circumstances. We can help manage your personal life insurance to the company 401K plan along with everything in between. We insist on understanding all facets of your financial plan before making any specific recommendations and will work in conjunction with other members of your team (CPA, Attorney, Banker, etc.) to insure your plan is executed appropriately. We look forward to speaking with you.