Smart Advice, Client Focus
At Wheeler Financial Solutions, we take the time to truly partner with our clients, which means we get to know them on a personal level. When you start a conversation with Pete, he will lead you through a process to hone in on your unique needs, then create an investment strategy designed to meet those specific instances.
Cash Flow & Debt Management
By evaluating how you spend your money each month, Wheeler Financial will assist you in identifying opportunities for improving your cash flow. This may include simple tax strategies and debt management solutions such as refinancing, debt consolidation, or changing tax withholdings. By leveling the investment playing field, you may discover there’s more money to invest toward your financial goals than you had originally thought.
Family Risk Management
Learning more about your situation enables Pete and the Wheeler Financial team to identify potential risks and establish plans that will meet your needs now and in the future. Being sensitive to your situation, we will evaluate different aspects of your current insurance policies and provide you with insights as to whether your current plans are efficient or need modifications. This approach will be invaluable in protecting your most important asset—your family.
Pete and the team at Wheeler Financial will sit down with you and help you gain a clear vision for your retirement. Regardless of your stage in life, we can also use planning tools that will detail the necessary steps to take to turn your goals into a reality.
Education savings plans can be confusing. Many people feel overwhelmed and intimidated at the thought of saving for one more thing. The key to success is working with someone who knows your overall investment strategy and knows how to include saving for educational goals. With the many education savings plans available, Wheeler Financial can offer a solution that doesn’t interfere with but will complement your other investment planning goals. It’s never too early to start planning for your child’s future.
Legacy & Estate Planning
Wheeler Financial can help you develop a plan to reduce the stress associated with the loss of a loved one. Our experienced team is sensitive to your wishes and can provide the guidance needed to help you further prepare for the future.
Unforeseen events, whether positive or negative, will most likely impact your finances in some way. These “special situations” could come in many different forms. No matter the scenario, having a plan in place can make all the difference in your financial future. You can trust Pete and the Wheeler Financial team to help you make the best decisions by defining a path for whatever financial challenges or opportunities arise.
Being business owners ourselves, Pete and the Wheeler team understand firsthand what it’s like to be in your shoes. We know how complicated it can be to juggle many aspects of a business, but we also know the importance of planning for the future. That’s why our business planning solutions are practical and have your best interest in mind.