Why Clients Hire Endowment Wealth Management^™ 

We’re here as your trusted advisor to help guide you towards a safe and secure retirement. Below are the steps and free resources to get you headed in the right direction!

Step 1 – Find a Fee-Based Fiduciary Advisor & Ask These 13 Questions

Retirement is complicated and you also ‘don’t know what you don’t know’, so it’s important to get some professional assistance. A fiduciary advisor is legally obligated to do what’s in your best interest. That’s important! Stay away from stockbrokers and insurance agents who have the incentive to sell commissioned products. Ask these 13 questions to any prospective advisor to make sure they are a fee-only fiduciary advisor, as well as have knowledge and experience to provide you with value.

Step 2 – Get Financially Organized

If you’re going to build a plan you need to get financially organized. Gathering all important financial documents, writing down your financial goals, and knowing your monthly budget and net worth are key to getting on track. Here’s our FREE client data organizer that helps you do all those things in one place!

Step 3 – Know Your Risk Profile

Knowing your Personal Risk Profile is the first step in properly managing your retirement assets. If you are invested 100% in stocks but have a very conservative risk profile, you are in for a bad surprise when stocks go down in value! Luckily, we have a FREE tool called FinaMetrica that you can use to know your risk profile. It takes about 10 minutes to zip through. Take Your FREE Risk Profile Here!

Step 4 – Schedule A Free Retirement Planning Consultation

Did you know you can review your finances and investments WITHOUT talking to a high-pressure sales agent? You can! After you get yourself organized with the client data organizer and take your risk profile through FinaMetrica, it’s time to sit down and talk through your goals and finances.

As fiduciary advisors, we are here to listen to your concerns and talk with you in language you can understand. We’ll review your taxes, risk profile and investment statements to help begin to devise a plan for your successful retirement. We’ll also review your insurance and estate planning to make sure your greatest asset – your family – is protected.

To get started, contact Robert Riedl, Director of Wealth Management, by phone at (920) 785-6010 or by email at [email protected].

Step 5 – Learn More! Watch These Videos

After you’ve scheduled your free meeting, watch these videos to learn more about Endowment Wealth Management^™ and why our clients have chosen us to be their fiduciary family wealth advisors.

Introduction to Endowment Wealth Management^™

Step 6 – Learn About Our Custom Wealth Portal

Learn about EWM digital Wealth Portal, Secured Vault and Phone Apps:

• Watch Our Endowment Wealth Management^™ Portal Video (2:00)
• Watch Our Endowment Wealth Management^™ Portal Security Technology Video (2:30)

Don’t wait any longer! Call us today at (920) 785-6010 to arrange your free retirement planning consultation. It’s time for you to take control of your retirement future!