The Wheeler Associates Advantage
Designing A Plan To Help Achieve Your Financial Goals
We focus on designing a plan that can streamline your responsibilities, maximize benefits available, and promote personal financial wellness.
Financial Plan Design
- Current investment analysis
- Goal/objective implementation—what do you want to do now, and in retirement?
- Establish “buckets” to achieve these goals and create habits so it’s done automatically
- Retirement income analysis
- Insurance review
- Employee benefit consulting—help surrounding open enrollment
- Annual monitoring and tracking to achieve mutual accountability