Educating – As independent advisors we are able to access a wide range of solutions for you. It is essential that you are educated about the pros and cons of each solution that is deemed appropriate for you. You should be able to understand questions like the following: Why do I have these investments or insurance? What are they invested in? How does it work? Do you really know all the fees on the account?
Not only is it important to understand the investment or insurance product, but it also important to understand things such as: What are the tax advantages or disadvantages of this? What kind of return has this given historically? What is the exit strategy?
Planning – Part of the process when working with Riesterer Financial is to develop and expand on a plan that fits your needs and wants. As part of this planning it is our goal to do the following:
Solving – Our #1 goal is to provide solutions for your financial needs and wants. There is no reason that you do not have the financial well-being you deserve. We are here to help provide guidance and solutions that will put you in a spot to have financial success. Riesterer Financial can call on many resources to be able to solve the needs that you have.