Comprehensive Financial Planning
Financial Planning is more than just investment selection. It is an approach for us to fully understand the aspects that make up your life, and develop an approach to help reach your hopes and dreams down the road. This is why we provide every customer with a personalized copy of their financial plan. This plan is the basis of every meeting and conversation that our advisors have with you. We have developed a financial planning software program that allows us to take an in depth look into your financial picture and show areas where changes could be made to potentially improve your financial future. The plan shows hypotheticals to outline how your financial picture could look in the future with the right preparation today.
We believe that an effective and successful financial plan is forged on the basis of communication. Our advisors all work with customers one on one throughout the year to ensure that we stay current on the changes in their lives. Whether they are changes at work, income, savings, or general updates on the well-being of family; all of these have an impact on how we manage assets for a customer. Active management and active communication are the keys to ensure that each change is planned for, and your retirement is built to withstand any of life’s surprises.
Wentz Financial Group was built on the foundation of not only selecting investments for individuals that help meet their needs, but also educating those individuals on the investments they have and the reasoning behind why they have them. We take the time to review what the different types of investments are and then work with customers to make informed decisions on which investments may be right for them. In addition, we also hold regular seminars and group meetings which allow us to discuss the current happenings in the market and the economy as well as give some insight on where we see the economy going in the future. We also hold regular investment 101 classes throughout the year to give anyone the opportunity to have a customized look into the basics of what makes the markets and the economy work.