Eric Weschke, a financial planner with over thirty years of experience, has distilled his wealth of knowledge into a streamlined approach known as the AdvancedFolio Process. This innovative framework is designed to demystify retirement planning, offering a clear path for individuals aiming to secure their financial future. Weschke’s method stands out for its structured yet personalized approach, guiding clients through the complexities of financial planning with ease and clarity.
The AdvancedFolio Process is grounded in four critical steps: getting to know each other, building your financial plan, implementation, and ongoing management. This progression ensures that clients are not just part of the process but are actively engaged in creating a strategy that resonates with their personal goals and circumstances.
“In our initial meetings, it’s all about understanding who you are and what you’re looking to achieve,” Weschke explains. “It’s a chance for us to build a rapport and for you to assess if our team is the right fit for your financial needs.” This first step is crucial, laying the groundwork for a partnership based on trust and mutual understanding.
The second step dives into the nitty-gritty of financial planning. Weschke and his team work closely with clients to develop a comprehensive strategy that encompasses income planning, Social Security timing, tax strategies, and investment and risk management. “We look at every aspect of your financial life to ensure that when we build your plan, it’s robust, realistic, and aligned with your aspirations,” Weschke notes.
Implementation is where the plan comes to life. Weschke emphasizes the importance of this step, as it’s where decisions are executed and strategies are put into motion. “This is where you start to see the tangible results of our planning. Our team works diligently to ensure that your financial strategy is implemented efficiently and effectively,” he assures.
However, the process doesn’t end with implementation. Weschke believes in the importance of ongoing and proactive management. “Life changes, and so should your financial plan. We’re committed to regular reviews and adjustments to ensure that your plan evolves with your needs,” he says. This final step underscores the dynamic nature of financial planning, ensuring that clients’ strategies remain relevant and responsive over time.
The AdvancedFolio Process embodies Eric Weschke’s dedication to empowering clients to take control of their financial futures. By breaking down retirement planning into clear, actionable steps, Weschke demystifies the process, enabling clients to approach their financial goals with confidence and peace of mind. “Our commitment is to guide you every step of the way, ensuring that your financial plan not only meets your needs today but sets you up for success in the years to come,” Weschke concludes, encapsulating the essence of his client-centered philosophy. **Disclaimer**: This press release is for informational purposes only and does not constitute financial advice. Investors are advised to consult with a financial advisor before making any investment decisions. Investment advisory services are offered through Coppell Advisory Solutions, LLC dba Fusion Capital Management, an SEC registered investment advisor. The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. SEC registration is not an endorsement of the firm by the commission and does not mean that the advisor has attained a specific level of skill or ability. See full disclosures on FusionCM.com/compliance. Insurance and annuity products are not sold through Fusion Capital Management. Fusion does not endorse any annuity or insurance product, nor does it guarantee any insurance or annuity performance. Annuity and life insurance guarantees are subject to the claims-paying ability of the issuing insurance company. If you withdraw money from or surrender your contract within a certain time after investing, the insurance company may assess a surrender charge. Withdrawals may be subject to tax penalties and income taxes. Persons selling annuities and other insurance products receive compensation for these transactions. These commissions are separate and distinct from Fusion’s investment advisory fees. eric weschke AdvancedFolio Capital Management +1 631-675-1885
