We believe our TEAM approach
can’t be beat!
We all have a different idea of what retirement is going to look like for us. Whether it’s selling your home and traveling around the country in an RV, volunteering at your favorite non-profit, spending time with the grandkids, or even working part time doing something you love, your retirement plan is uniquely yours. Our mission is to help articulate what you want it to look like, help establish the timeframe of when it makes sense for you, and put together a plan to make it a reality. Whether your already retired, thinking of retiring soon, or you are young and retirement seems too far down the road to think about, we can help you put a plan together.
Wealth management is a key component of reaching your goals and organizing your assets in a way that prepares you for future unknowns and removes burden from grieving loved ones. As fiduciaries, we are committed to acting in your best interest and we are honored to be a part of your legacy planning.
Portfolio design is looking at your entire investment picture and making sure it all works together based on your goals.Â
The account type and investment vehicle is just as important as the investments within each of those different accounts. As different accounts are needed for different goals, things can seem complicated.Â
Our goal is to educate our clients through regular face-to-face meetings, monthly or quarterly statements, educational workshops, and newsletters in order to help you understand what we are recommending and why.Â
The world is constantly changing. Not only do markets fluctuate, but tax laws change, the economy changes, not to mention the changes that naturally happen in each of our personal lives; having children, changing jobs, along with an infinite number of other things that can happen.Â
Portfolio management is an ongoing process that we monitor regularly to fit your unique and changing needs and goals.
Our team approach to financial planning and wealth management allows us to look at your full financial picture. We have advisors from various industries that lend their expertise in creating a custom portfolio based on your unique goals in an effort to help you achieve your dreams for the future. Our goal is to give our client’s peace of mind knowing that nothing has been overlooked. Â
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FINRA’s BrokerCheck. Insurance services offered through Linder Financial Resources, which is not affiliated with Osaic Wealth Inc. or registered as a broker-dealer or investment advisor. Neither Linder Financial Resources nor Osaic Wealth Inc. provide tax or legal advice. All other listed entities are unaffiliated. Jake Linder, and Mark Linder are Investment Advisor Representatives offering investment advisory services through Osaic Wealth Inc. a registered investment advisor. Securities and advisory services are offered through Osaic Wealth Inc. Member FINRA / SIPC. This communication is strictly intended for individuals residing in the states of AK, AZ, CO, FL, HI, IA, MI, MN, MO, MS, MT, ND, NE, NJ, NY, OH, TX, VA, WI. No offers may be made or accepted from any resident outside the specific state(s) referenced. IMPORTANT CONSUMER INFORMATION A Broker/dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker/dealer, investment, adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.Â
We do not offer every plan available in your area. Currently we represent 5 organizations which offer 57 products in your area. Please contact Medicare.gov, 1-800-MEDICARE, or your local State Health Insurance Assistance Program (SHIP) to get information on all of your options. This is a proprietary website and is not associated, endorsed or authorized by the Social Security Administration, the Department of Health and Human Services or the Center for Medicare and Medicaid Services.
Please call our office! We’d love to hear from you!Â
For your security, and ours, we do not accept email / online inquiries. We apologize if this is an inconvenience, but we value your security and that of our firm!
