People, then plans
The best investments don’t start with a good plan; they start with an understanding of the person. From our initial consultation through quarterly meetings and beyond, our process will focus on you.
From the beginning, your relationship with Ellenbecker Investment Group will be different from any of your other financial planning experiences. We believe our job is not only to help you recognize your goals, but also to act on them. Giving you the confidence to pursue your financial hopes and dreams requires an understanding of who you are as a person and not just a snapshot of your financial position.
Together, we will review all of your investment accounts and identify any obligations or resources that contribute to your complete financial picture. With that underlay in place, we will start the rest of the conversation. Here are some questions we will help answer:
- How should you go about writing your will? Do you want a living trust? What other estate planning needs do you have?
- Who should you choose as your beneficiaries for your various assets?
- Who should be named your power of attorney for health care and finances?
- Are there insurance needs that should be addressed?
- What can we do to help prevent Uncle Sam from being your biggest beneficiary?
- How do you know if your portfolio reflects both your risk tolerance and your goals?
- Which securities and markets affect your portfolio?
Through clear and open discussion, we can help you answer these and other questions and establish a financial plan that fits your life – for the rest of your life.
Learn more about
Our Partnerships | Code of Ethics | Our Awards