Our Mission
Our mission is to impact our clients' lives through holistic retirement planning, trusted relationships, and exceptional service throughout their lifetime and for generations to come.
Our Goals
Our goal at Wheelhouse Advisory Group is to provide measurable value to our clients' lives while planning for the retirement they imagined.
Client Focus: Prioritize our clients in every aspect of our business. By providing a warm and welcoming atmosphere, and deeper relationships, our clients will feel that their time is a top priority for us.
Personalized Financial Planning: We are dedicated to helping families protect their retirement savings through the creation of a comprehensive financial plan that addresses their unique needs and financial goals.
Trusted Advisor Status: Build and maintain long-term, trusted relationships with clients, by becoming their go-to source for anything financial going on in their lives.
Proactive Communication: To ensure timely and high-quality service, provide a structured communication plan for client review meetings and inquiries, and provide a knowledgeable team that is diligent in their follow-up.
Educational Outreach: By providing education and personalized guidance, we empower our clients to make informed financial decisions as a family, ensuring a worry-free and enjoyable retirement.
High Client Satisfaction: Achieve and maintain a high client satisfaction rate, measured through referrals, and retention, by consistently exceeding expectations and measuring the value we provide.
Our Philosophy
Our Philosophy is simple…to teach our clients to “control the controllable.” We cannot control where the stock market goes but we can control the risk we take. We cannot control where tax rates go but we can create a tax-efficient plan to guide us. We cannot control our health & longevity, but we can create an estate plan that will take care of our families for generations to come.
Above all, we believe life should be fun and investments should be boring!
- Ready to Take -The Next Step?
For more information about any of our products and services, schedule a meeting today or register to attend a seminar.