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We are dedicated to helping families protect their retirement savings through comprehensive planning.
Many financial advisors focus only on the accumulation of assets.
At Wheelhouse, we specialize in the distribution stage of your life. As a total retirement planning firm, our discussions include tax strategies, investment planning, and estate planning.
The team behind Wheelhouse Advisory Group is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements.
Our team of financial professionals can help you address:
We can also answer your questions, including:
Our Process
Get to Know Each Other
During the first visit, we aim to learn about your specific financial situation, any pressing financial concerns, and your priorities or goals for retirement. During this visit, we will also go over our processes and general ideas that may bring value to your family's financial plan.
Data-Driven Portfolio Review
During the second visit we will review your current plan, putting it to the test using our retirement analyzer. The retirement analyzer is built by our planning team and will stress test your portfolio to decipher whether you are on the right track to your current goals for retirement.
Game Plan - Mutual Commitment
The third visit serves as a time to finalize the Blueprint of your retirement plan. During this time together we will confirm all of the information on your Retirement Analyzer is accurate, discuss our four-bucket investment strategy, and Sign an Advisory Agreement in some cases.
Constructing Your Plan
After the third visit, our time together focuses on reviewing accounts as assets transfer in, presenting specific recommendations with our Retirement Navigator, further discussing our fee structure and billing process, and clarifying expectations as we begin implementing your custom plan.
Sign Finalized Plan
If changes were needed to your plan we will schedule an additional meeting to review and sign your finalized plan.
Establish Regular Reviews
All of our clients meet with their advisor on a routine and clearly communicated basis. This ensures that our clients' plans are always current and relevant to the family's changing needs and goals.
The Wheelhouse Way - Get To Know Us -
Discover how we help individuals and families achieve their ideal retirements.
Who We Help
Wheelhouse Advisory Group works with people in all walks of life, including those who are:
Nearing Retirement
Ready to retire or already in retirement
Our Clients' Children
Attend An Event
Attend one of our informational workshops to learn more about retirement income strategies, tax planning, and estate planning strategies.
Upcoming Events in Missouri:
Upcoming Events in Illinois:
Check back soon for upcoming events in Illinois!
- 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.