You certainly have an idea of what you’d like to do with your well-earned retirement after a lifetime of hard work. It may include traveling the country or seeing the world, buying a second home up in the mountains or on the beach. Perhaps it includes focusing on your favorite hobbies, whether it’s tending a farm or creating arts and crafts. And, of course, it also includes spending more time with your family and friends.
At Wealth Intelligence, we focus first and foremost on what is important to you.
The fancy financial term for this is goals-based planning, and it simply means we measure success by how you are progressing toward your goals rather than against some arbitrary benchmark like the S&P stock index. Because we know it's not so much what you do with your money, it’s what you want to do with your life.
The S&P 500 is an unmanaged index of 500 widely held stocks generally considered representative of the U.S. stock market.
Now let’s see about getting you there
While you have a pretty good idea of where you’d like to see yourself down the road, you may have difficulty seeing exactly how to get there. This is when we roll up our sleeves and put all of our experience and capabilities to work for you, customizing a financial strategy and plan designed to present the path forward with more clarity and confidence.
Congratulations to Bryan Oglesby for making the Forbes Best-In-State Wealth Advisor's list for 2023.
2023 Forbes Top Wealth Advisors Best-In-State, developed by Shook Research, is based on the period from 6/30/2021 to 6/30/2022 and was released on 4/4/2023. 39,007 nominations were received and 7,321 advisors won. Neither Raymond James nor any of its advisors pay a fee in exchange for this award. Please see https://www.forbes.com/lists/best-in-state-wealth-advisors/?sh=359152986ab9 for more info.
Why you want to have The CFP® Advantage
Not all financial planners are “certified.” A Certified Financial Planner™ professional holds one of the most respected financial credentials and the recognized standard of excellence in personal financial planning.
Sophisticated analysis to Assess Your Risk Tolerance
We utilize cutting-edge technology, enabling us to pinpoint your acceptable level of risk and helping us ensure the risk in your portfolio aligns with your investment goals and expectations.