Your Team
Experienced Individuals. Dedicated Team.
Your Wealth Management Team

Rick Scheeler, CFP®
MSFS, CLU®, ChFC®, CLTC®, CASL®, RICP®, ChSNC®, AEP®, CAP®
CEO / Private Wealth Advisor

Our Process Provides Focus On Your Goals.
1. Getting Acquainted
- Initial Meeting
- Explain Value Proposition
- Determine if Good Fit
- Determine Next Steps
- Fee-Based or Asset-Based Planning
2. Gather Info
- Determine Goals
- Review Priorities Checklist
- Gather Financial Information
- Riskalyze Assessment
- Confidential Questionnaire
- Special Considerations
3. Build Your Custom Financial Plan
- Financial Independence -vs- Financial Freedom
- Probability Analysis & Alternative Scenarios
- Investment Planning
- Time Horizons
- Education
- Charitable Gifting, Estate, Trusts
- Premature Death, Disability, Long-Term Care
- Tax Planning
4. Implement Strategic Plan
- Review Current Investments
- Setup Online Accounts
- Complete Investment Paperwork
- Transfer Accounts
- ACH & Check Writing
- Asset Allocation
- Investment Policy Statement (IPS)
- Determine Meeting Schedule
5. Review and Improve Your Plan
- Update Goals & Priorities
- Update Financials
- Determine Two Things Done Well
- One Topic of Education
- One Improvement to the Plan
- Consider Insurance
- Cash Flow - RSUs, Bonus, Savings, Expenses
- Introductions / Referrals