When I was growing up, my mom stayed home to raise five kids. My dad went to work every day at a large manufacturing company. Because my dad made the money, my mom lacked the knowledge and confidence to make financial decisions. When dad retired early, he felt on top of the world. However, after some health struggles, they quickly learned that they had not saved enough and ran out of money before they ran out of life. I learned early on that wealth can create freedom and opportunity or stress and uncertainly.
As a result, I built my practice with a commitment to providing an environment for my clients to feel heard and understood so that they naturally become more engaged in the process.
My value as your financial advisor is to foster an environment where you feel comfortable discussing challenges as well as explore opportunities and solutions and allow you to dream big. I take pride in helping my clients get and keep the lifestyle they desire.
Most of my clients have worked hard and saved well and they want to take on retirement with a vengeance – enjoying life and not worrying about managing their money.
As a faith-based branch team, we are ready to provide the guidance and support you need to be a good steward of your wealth. We are eager to meet clients where they are now and work together to get them where they want to grow. Financial discussions can be difficult, but incredibly important. We take pride in making these discussions easy and fun.
Contact us today to set an appointment to start planning your future. We look forward to meeting you!
- Retirement Savings Strategies
- Retirement Income Strategies
- Wealth Strategies
- Intergenerational Planning
- Estate & Legacy Strategies
- Entrepreneurs & Business Owners
My Personal Interests
- Wine Collecting/Enthusiast
Phone NumberMelinda J Woll at (260) 244-6786
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