Helping Many -- Serving those Committed to a Wealth-Filled Life

We help many people.  Our training programs are dedicated to helping people become clear on what is happening to them in their financial life.  With our Federal Benefits Education program, we provide a complimentary benefits revlew.  We feel proud to serve those who serve others in this capacity.  But in addition we also serve. 

We are dedicated to serving you as our client beyond education and information.  We help you with coaching, additional specialized education and an understanding of how various transitions that happen in your life can present opportunities through the use of strategic planning and understanding the options available to you.  Our goal is financial longevity and a wealth filled life.  

This may mean working with you to make sure that money is serving your life vs having you serve it.   This may mean helping you see what you really want in your life and recognizing the wealth you already have in your life but miss each and every day.  We don't force you into a financial profile that is defined by what others consider important.  Your wealth is all about you. We work with you to develop  innovative solutions that guide you through the complicated world by simplifying the process. 

We help you understand the one number that is the most important number to most americans.   Their URSLA  -- the age to which they have a 90% probability their financial resources will last.  We also help with legacy planning,  taxes, and protection for what is important in your life.  We help you recognize what is important, plan what works for you and then we show you ways to help meet your current and future goals.  IT IS WHAT WEALTH IS TRULY ABOUT!

People with strong financial goals not only need to work hard, but smart.  You have proven you are good at what you do.  Learning to be equally good at strategizing and managing your money, in addition to your other responsibilities, can be complicated and time consuming.

But time and strategizing may not be enough if you find your financial success isn't bringing with it the happiness in other areas of your life that define wealth.  We at WEALTH STRONG Partners know that it is when you can harness the energy of money to serve the real purposes and commitments in your life that life truly feels wealthy. 

Planning provides confidence, and it's a smart thing to do.  Within a lifetime, you will make a finite amount of money. How you handle that money, what strategies you use, will determine:

• How you live now and how you live when you reach your financial goals;
   
• If you will pay more than your fair share in taxes;
   
• What kind of school/college your children can attend;
   
• If you will become financially devasted by a serious illness; and
   
• What kind and how much of a legacy you can leave for your heirs or charity.
   
  
  We help you by looking at your current situation and  your potential life earnings.  We help determine if you have an estate problem, and we educate you on programs which can help.  We educate and help you implement strategies which concentrate on cash flow longevity.  

We help bring order to what is often considered to be chaos. Our clients find relief knowing we are there for them. We find pride knowing we are providing a level of expertise and service hard to find elsewhere.

OUR SERVICES INCLUDE

PLANNING SERVICES:

• Financial Planning* 

• Retirement Planning
   
• Education Planning
   
• Estate Planning
   
   

INVESTMENT SERVICES*:

• Portfolio Analysis*
   
• *Investment Advice and Management*
   
• 401(k), 403(b), 457 plans and allocation advice
    

INSURANCE SERVICES:

• Medicare Supplements - Advantage Plans
• Insurance Analysis
• Long Term Care Insurance
• Disability Insurance
• Life Insurance (Term and Permanent) 
• Annuities (Variable*, Fixed, and Indexed) 

OTHER SERVICES:

• Financial Coaching
• Federal Benefits Analysis 
• Consultation of Senior Transitions
• Mortgage Review 
• Basic Business Planning 
• Buy/Sell Agreement Funding
• Beneficiary Review
• Stock Option Analysis and Review *
• Non-Qualified Deferred Compensation Plans 

If you have a question about our services or how we can help you, just click on CONTACT US above to e-mail us. We will respond by the end of the next business day.

* Denotes products and services offered through Brokers International Financial Services. Brokers International Financial Services does not provide tax nor legal advice.  Evonne Ryan, registered representative and investment adviser representative, securities and advisory services offered through Brokers International Financial Services, LLC, Panora, IA., Member FINRA/ SIPC. Brokers International Financial Services and WEALTH STRONG Partners are not affiliated companies