COMPREHENSIVE PLANNING TO SIMPLIFY THE COMPLEX

You’ve worked hard in your career and taken your share of risk to get to where you are. Let’s face it, you feel like you’re in a pretty good spot financially. However, you have things scattered in multiple accounts at various places and consider this diversification. You wonder if you will “have enough” or if your money is working as efficiently as possible. Oh, and everyone is looking for ways to be more efficient with their tax situation. At the end of the day, it’s complicated, and sometimes you may not even realize you have a blind spot in your planning.

But, where do you begin, and who can you trust?  You may aspire for a strategic plan for your money and life.  After all, no one has cornered the market on good ideas!   When it comes to securing your financial life, a fresh perspective may be just what you need.

Scott Sernett and the Sernett Wealth Management team help bring your goals and complex financial life into a strategic plan. Their four-step planning process is designed for those who want to LIVE LIFE DIFFERENTLY. 

Plan Now for Your Future

Financial success doesn't happen by chance. It has much more to do with choice. Transforming aspirations into actuality takes acumen, hard work, discipline and strategic financial planning.

To help clients achieve their objectives, Scott works to serve as a friend and an advocate. Life’s complexities leave little room for "standard" approaches, so Scott uses a four-step approach in working with his clients:

Planning Horizon graphic

Copyright 2016 The Legacy Companies, LLC. Concepts used in these materials used with permission from The Legacy Companies, LLC. Legacy Materials and Concepts are only made available to advisors in the Fee-Based Financial Planning program at Northwestern Mutual Wealth Management Company.

Business Planning with Northwestern Mutual

Hear why Kevin Harberts, owner of Kryton Engineered Metals in Cedar Falls, IA feels more financially secure than he did 20 years ago. As a business owner, the sooner you develop a strategy that integrates all aspects of your business and personal planning, the sooner you can move forward with confidence. Here is an article from Forbes Magazine about some things to consider when implementing a combined approach similar to Kevin. 

 

Scott Sernett Recently Featured on Forbes.com

No matter what stage you are at in your life, things change dramatically when you lose a spouse.  Scott shares his insight on the importance of planning ahead and the factors to consider after you've lost a loved one.

Whether you're concerned about your own planning needs, your family or your business, Scott and his team can help you find the right answers. Call Sernett Wealth Management today. 

Scott J Sernett, CFP®, CLU®, ChFC®, AEP®
Wealth Management Advisor


Sernett Wealth Management

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