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.
The foundation of a strong financial plan is far more than having a diversified portfolio, it is about making difficult decisions that continue to occur throughout your life in all areas of your financial world. At Empowered, we strive to bring you the expertise you need to navigate through life’s decisions. With this in mind, we partner with Trek Financial, LLC., a SEC Registered Investment Advisory firm.
By aligning with Trek, we are able to provide our clients with additional planning resources. This network includes advisors with extensive knowledge in specific areas of planning, including investment management, business, retirement, estate planning, insurance strategies, and more.
Chief Executive Officer
Chief Operating Officer
Chief Investment Officer
Head of Derivatives and Portfolio Risk Management
Head of Trading and Portfolio Management
Director of Advisory Services
