The Key to a Successful Financial Future
We firmly believe the presence or absence of a written financial plan will ultimately determine success or failure in retirement. We work with you to understand your most important retirement goals and develop financial plans that put you on track to achieve them.
Our 3 Financial Planning Steps
Step 1.
Development
We get to know you as you tell us about your personal financial situation and your retirement goals, gathering all the necessary information and putting together a personalized financial plan. We model various retirement scenarios for you, allowing you to see the impacts of various decisions, so you can make the most informed choice.
STEP 2.
Implementation
Once we have decided on a plan of action, the Ruedi Wealth team takes care of all the implementation details such as setting up all the necessary accounts, managing your assets according to the plan and making sure your money is available for spending when you need it.
STEP 3.
Monitoring and Adjustments
Our team of advisors will constantly monitor your plan to ensure you stay on track to achieve your goals. We know where the "guardrails" are in advance, so if your plan begins to veer too high or too low from its target, we know how and when to get it back on track.
Committed to Providing a Highly Comprehensive Level of Service
Our advisors have committed themselves to a lifelong pursuit of knowledge in the financial advisory profession. They have obtained designations from the Certified Financial Planner Board of Standards, Inc. (CFP Board), as well as the Retirement Income Certified Professional(R) designation.
Let us help you create a financial plan that will put you on track to achieve all your most important retirement goals. We do the work; you sit back, relax, and enjoy your retirement!