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Eau Claire Financial Consultants

Eau Claire Financial Planning

Developing a sound financial plan is the key to a healthy financial future. Our experienced Eau Claire Financial Planning Team will analyze your current practices, evaluate your goals, and develop a clear road map to success. 

Your old financial plan may not be serving you the way it needs to. At Advisors Management Group, we’ll help you revitalize your plan to ensure it is working with your life. After all, sound financial plans are a living structure that adapts to your updated needs and changes in the economic environment. 

Whether you have $1 million saved or $1,000, you need a guide to successfully meet your goals. Contact Advisors Management Group today to speak with an Eau Claire, WI Certified Financial Planner Professional. 

Financial Planning for Every Stage of Life

Financial planning doesn’t just affect your future, it can also affect your daily life. Regular financial planning allows you to prepare for all of life’s milestones and unexpected emergencies.

You will need a mix of long and short-term goals to help you create a holistic financial plan that can grow as your life progresses. We advise our clients to prepare for short-term goals, like setting a budget and creating an emergency fund today. Then we tackle the long-term goals, like college funds and retirement savings.

Most people think about the future so much that they forget about how their finances will affect their lives on a smaller scale. Our Eau Claire financial planners keep your lifestyle in mind, helping you prepare for unexpected hiccups and reducing your debt, even if you haven’t thought to do so yourself.

Helping Clients Meet Their Long-Term Financial Goals

Long-term financial goals are different for everyone. The most common goal our clients have is to save for retirement.

You can spend weeks reading recommendations on how to save, how much of each paycheck to put away, and what kind of accounts you need, but that won’t help you. You need to actually start saving.

Secure Your Financial Future

You need a consultant whom you can trust to make wise decisions regarding your business. At Advisors Management Group, our financial consultants are committed to helping clients achieve their financial goals through individualized recommendations based on the highest fiduciary standard. Get in touch with one of our consultants by filling out the form below. 

Our Eau Claire financial planning includes a retirement analysis, where we will examine your needs in retirement and work backward to ensure that you are taking real steps today to provide for the future you dream of. 

Our holistic approach means that we are innately aware of your finances. Knowing your opportunities for employer-sponsored retirement plans and your ability to contribute to savings accounts means that we can provide a customized financial plan.

Since retirement is often many years away, we don’t stop our work with one initial plan. The market and your needs are likely to change many times before then. Advisors Management Group will continue to work with you to make the adjustments you need so your finances can work for you.

Many clients aren’t aware of the full range of services available from a financial planner. We don’t just plan for your retirement; we help with all aspects of your financial planning. If you want your money to work smarter, contact Advisors Management Group today.

College Planning

Are you concerned about the high cost of college? Saving a few dollars each month isn’t going to cut it. You need a proper plan to get you on the right track to help support your child’s future.

Our experienced team of financial advisors in Eau Claire, WI can help you make smart investment choices to grow the money you’ve already saved and we can also show you the best saving options and guide you through the process of handling student loans.

Help start your child on the right path while saving more for your own future. Contact us today to get started.

Retirement Planning

Retirement planning can be summed up with a simple goal: building up enough assets to live your dream.

Many people wait until they are middle-aged to start planning for their retirement. While you can make your money work for you at any age, the earlier you start, the better the outcome. Our financial planners have worked with individuals just starting their careers to executives a few years away from retirement to help them manage their assets in the most efficient and lucrative way.

Since no two people have the same retirement goal, we don’t offer a one-size-fits-all package. Our plans are all custom-built for our clients based on an analysis of their assets and their goals. Work with us to make your money work for you.

Retirement Income Planning

Your retirement will be as unique as you are. Whether you’re planning cruises, golf tournaments, or gardening every day, you need your income to support your goals.

Working with an Eau Claire financial planner in WI, you’ll determine what your ideal future looks like and we will help you save enough to create an income plan to secure your dream. Our goal is to make retirement planning easy, unique, and stress-free so you can be confident in your financial future. 

Have you been offered an early retirement package?

If you have been offered an early retirement package by your employer, you need to determine if the package is enough to meet your retirement income needs. Often, an early package will include some severance pay, but it may not be enough to meet your goals. 

Discuss your options with a Certified Financial Planner today to determine if an early retirement package is right for you.

Asset Protection

Our advisors will create an asset allocation that fits your risk tolerance and ideal growth. This analysis of your total financial portfolio will ensure that your interests are well distributed to protect your financial future.

Over time, your asset interests may change, so your Eau Claire Certified Financial Planner will work with you to make adjustments.

What is the difference between asset allocation and diversification?

The two strategies often go hand in hand when developing your financial plan. Allocation refers to the percentage of stocks, bonds, and cash in your portfolio and in what way these will be distributed among investment risk categories. 

Diversification, on the other hand, describes spreading out our assets within these allocations to reduce risk.

Investment Management

The best way to grow your savings is to invest. However, investments shouldn’t be made on a whim. Your Eau Claire Financial Planner will ensure that you know how your investments are being managed and what you are invested in.

We invest based on your financial plan to ensure that your money is preparing for your retirement. This means actively monitoring your investments and making the necessary alterations when there are changes in the market or your life plan. 

For example, we may begin with more aggressive investments at the beginning of your career and switch to more fixed-income assets when you are closer to retirement and have savings built up.

Business Planning

Advisors Management Group will analyze your business’s finances to build your wealth. Our expertise can help you optimize your earnings so you can continue to grow your revenue. Hire Advisors Management Group and our Eau Claire Certified Financial Planners to assist with your goals today.

Let Our Eau Claire Financial Planners Prepare You for the Future 

The longer you wait, the less flexibility you have. Don’t leave money sitting in a savings account. Make it work for your future with the help of a Certified Financial Planner who will create a customized strategy to help you take one step closer to your financial dreams.

You need a financial planner you can trust to put your goals first. Our advisors refuse to accept incentives from investments to help them line their own pockets. They only get paid by you, making them entirely devoted to building the best financial plan for your future.

Hire a financial planner you can trust today.

Contact Advisors Management Group at (800) 488-4032 to book a free consultation.