The Wheeler Group LLC provides to our Clients the following personal services and options:
- Wealth Accumulation & Savings Programs
- College Funding Strategies
- Insurance Planning for Group Health & Dental, Disability Income Insurance* and Life Insurance
- Retirement Income Programs & Coordination
- Estate Planning*
- Long Term Care Insurance**
Call us at (808)216-4147. You can also complete the form below to request our free guides to these important coverages. We’d love to hear from you!
OUR PLANNING PROCESS
1. We Create Possibilities
After our initial conversations with you, together we determine if our overall approach to financial planning is aligned to your personal philosophical and fiscal goals.
This is where we connect with you in a vision-building dialogue, discussing your plans for the future and your investment in those plans. We will then work with you to articulate a process that will fulfill on your future’s potential.
2. Achieving Perspective
After envisioning where you want to go, we need to define where you are today. By completing our Confidential Personal Financial Questionnaire, we are able to evaluate your current financial situation and its relation to your long-term financial goals.
3. Drawing Your Blueprint
With your Confidential Personal Financial Questionnaire as experience, we create a blueprint of your current financial status. The blueprint allows us to analyze your financial strategy, identifying potential inefficiencies and projecting what the outcomes of your current courses of action are likely to be. This is a time for clarity, exploration, and growth, as you begin to realize the wealth of possibilities that exist for the future you are creating.
4. Creating Abundance
Here is where your future gains momentum. You begin to see the power that is available to you using our holistic planning process as your guide. The innovative strategies we implement on your portfolio are measurable and designed to give you superior results instead of average product performance.
5. Continuous Review Strategies
Since we work exclusively through personal introductions from our clients, we aim to enhance our process each and every time. This conversation also sets the stage for our communications for the upcoming year prior to your annual review. During this time, we like to give you the opportunity to share this important process with those closest to you. We’re dedicated to your future and everyone in it.
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