With success often comes complexities that can seem quite daunting – that's where my team can help. My team understands how overwhelming it can be when trying to organize and create a strategy for your financial future.
We understand how challenging it can be approaching retirement and thinking about how to turn your nest egg into a reliable growing income.
We understand how confusing it can be to inherit an unorganized estate and try to make sense of complex financial and emotional issues.
We understand the complexities of working with business owners contemplating exit strategies and what to do with the liquidity from an exit.
Most people are challenged with some aspect of their financial affairs. You're not alone. We can help you organize, build, protect and transfer your wealth.
My background includes 16 years of competitive wrestling that taught me the true meaning of grit and gave me an appreciation and respect for those who have what's required to achieve success. This appreciation and respect have drawn me to work with successful business owners, executives and high net worth retirees.
After 13 years of success in the equipment finance industry, I launched my career at Edward Jones in 2002 and became a limited partner in 2007. Since 2017, I've attended our Managing Partner's Conference, an event reserved for the firm's top financial advisors.
Throughout my life, I've used the following values as my compass:
1. Treat others as you want to be treated
2. Integrity matters
3. Strive to be the best in all we do
It's with these values that my team and our nearly 40 years of experience can guide you through our process that's designed to connect your plan to your priorities. The process begins with three easy steps:
1. Consider your priorities
2. Gather statements
3. Schedule an appointment
With your financial matters organized, you can focus on those things that matter most to you, like spending time with those you care most about.
- Wealth Strategies
- Retirement Savings Strategies
- Retirement Income Strategies
- Estate & Legacy Strategies
- Entrepreneurs & Business Owners
- Charitable Giving
Phone NumberTroy D Molitor at (320) 654-0384
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