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