Wadadli Financial Group’s focus is simple: making sure you’re fully prepared for retirement. That includes many aspects like taxes, risks, income, insurance, and more. But with us, all of that can be taken care of under one roof. See our full services below!
We believe in a commonsense approach to investing and dollar-cost averaging. Most services and products pushed by many big-box, cookie-cutter financial institutions aren’t actually that helpful for you. Even if the product they’re selling you is a good product, it may not be what you need specifically.
That’s why we offer access to many fund families and partner with you to find the right fit. If you’re not happy, we aren’t either.
The old system of lumping everyone into conservative, moderate, and aggressive investor buckets is broken. We know that to make proper recommendations, we need to truly understand our clients’ risk profile.
We use Riskalyze to help better understand our clients’ risk tolerance and build an investment portfolio that meets their individual needs. Riskalyze is a software that helps us pinpoint someone’s risk on a scale of 1–99. Riskalyze takes all the guess work out of the age-old conservative vs. aggressive question. Instead, you get a precise number representing where you really stand.
This is one of the most overlooked topics when planning for retirement. The tax code is not simple or designed to make retirement planning simple. We use tax mapping software to make an overly complicated subject easy to understand.
Annuities have been around for a long time, but they are far from outdated. They can help provide added peace of mind to your retirement by helping generate lifetime income. Annuities also mean that income comes without some of the risks usually associated with investments, such as when the market’s down.
We offer fixed, variable, and equity index annuities to serve our clients’ best interests.
Life insurance is sometimes called the foundation of a financial strategy. Why? We believe it’s critical to make sure a family is properly protected no matter what happens while working toward financial independence.
Many of our clients are best suited by using the “buy term and invest the difference” approach to life insurance. But we also offer a full line of life insurance products, including whole life, universal life, and final expense – a life insurance product with limited health questions.
Debt is one of the biggest problems we see for retirees and pre-retirees. Eliminating debt can be one of the hardest steps to financial independence in retirement. Helping our clients with this is important to us. That’s why we’ve partnered with Oak Street Financial so we can further benefit our clients by helping with mortgages and debt elimination programs.
Do you plan to help pay for someone’s college education? What will it cost? Do you have a specific school in mind?
These are all questions that come with college planning. Our team walks with you through this planning step. We use our Life Goals Analysis to help calculate the future costs of a college education and determine the savings needed to meet a parent’s and a student’s goals.
No matter what services you’re interested in, we would love to sit down and talk with you about your financial situation. Fill out the form below and we’ll reach out to you!
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