As a Fiduciary firm, we believe in leading our Empowered family to financial peace of mind, living with purpose, and leaving a lasting legacy. Our clients partner with us, as their core retirement planning team, in customizing a personal retirement blueprint, durable to withstand the test of time.
The pillar represents strength, beauty, and making your desires, dreams, and wishes come true. The pillar is iconic and timeless, bringing grandeur and strength to architecture design used around the world, ancient and new. The pillar has stood the test of time and parallels our mission to be the architect in designing and building a durable retirement plan that will do the same.
At Empowered Financial Management, we have developed a proprietary process for retirement planning called the 360° Retirement Planning™. The 360° Retirement Planning™ process focuses on a complete retirement strategy that contains all six pillars of retirement: income plan, investment plan, tax plan, health & long-term care plan, legacy plan, and a fiduciary advisor. We focus on the preservation of wealth during both the accumulation and distribution stages of retirement planning. We are not product-driven, but rather show our clients how to be defensive in bad times and opportunistic in good times. We pride ourselves on the plans we built for our clients locally and all around the Midwest by advisors that have over 45 years of experience in the financial industry.
Investment advisory services are offered through Trek Financial, LLC., an SEC Registered Investment Adviser.
Information presented is for educational purposes only. It should not be considered specific investment advice, does not take into consideration your specific situation, and does not intend to make an offer or solicitation for the sale or purchase of any securities or investment strategies. Investments involve risk and are not guaranteed, and past performance is no guarantee of future results. For specific tax advice on any strategy, consult with a qualified tax professional before implementing any strategy discussed herein.
*We do not charge you for this evaluation and there is no obligation for you to work with an advisor if you proceed. However, please be aware that there are fees associated with when working with a financial professional. Please contact us for more information on the costs associated with personalized financial planning and investment management.
