At Wehring Wealth Management, we work with clients of all ages and in all stages of life. They range from the first-time worker just starting their investment strategy to the young professional changing jobs and managing a family to the individual approaching or living in retirement. Wherever they are in their life or career, we strive to help them develop a strategy that can grow with them over the years.
For young clients just starting their careers, many are looking to pay off debt in the form of school loans and seeking investment strategies that may help them build their wealth. We provide advice and strategies for budgeting and investment opportunities like IRAs and brokerage accounts. As clients change careers and grow their families, many seek advice on 401(k) or IRA rollovers and whether they need life insurance. We can help them determine appropriate options based on their unique needs.
A large portion of our clients are individuals and couples approaching and transitioning into retirement. These clients are largely concerned with preserving their wealth and making it last. Focusing on mitigating risk and protecting assets, we help clients determine strategies for creating steady and reliable income streams, assist with estate and succession planning, and offer advice on long-term care insurance.
We also frequently work with widows and widowers. Often, the bereaved can be one of the most vulnerable groups of investors. Sensitive to their situation, we seek to offer education to them and their families regarding financial matters with the goal of helping them feel comfortable and confident in their decision making. Whether it’s healthcare, budgeting, or investing, our goal is to bring a sense of stability to the process.
Investment and financial services are offered by Charlene Wehring through her affiliation with Avantax Investment Services℠ and Avantax Advisory Services℠