Ongoing Advice

Long after your plan and portfolio are in place, you can count on Ruedi Wealth Management to guide and support you throughout your retirement.  We're in this together, and we offer plent of ways for us to stay connected:

 

Routine Plan Reviews

  • Schedule an annual or semi-annual plan review (or choose whatever frequency works best for your schedule)
  • Chat with our advisors during a brief visit so we can find out what’s new, analyze your progress, and discuss any portfolio changes that might be necessary
 

Anytime Advice

  • Call us whenever you have questions or concerns about your retirement savings: we always love to hear from you!
  • Let us know about any life changes that might impact your financial plan so we can make appropriate adjustments to help keep you on track
  • Expect communications from us throughout the year to “check in” and provide helpful information about important deadlines and any regulatory changes that might impact your portfolio
  • Gain valuable insights about wealth management by following our regular blog, reading our quarterly newsletter, or listening to our advisors “live” during the popular segment on WDWS-AM 1400 called “On the Money” (airs 10:00 a.m. on the second and fourth Tuesday of each month)  
 

Exclusive Client Events

  • Participate in one of our quarterly Client Education Seminars to learn more about topics related to retirement, investing, taxes, and making the most of your savings
  • Join us as we celebrate your loyalty at one of our special Client Appreciation Events, typically held twice a year