What is Wealth Management? 
Wealth Management is a comprehensive financial service that combines various financial advisory and investment managment services tailored to meet the individual needs of clients. We understand that wealth management is more than just investments; it's about enhancing and preserving a client's wealth over time while aligning financial decisions with their personal goals, values, and risk tolerance. The comprehensive wealth managment services we offer are designed to help you navigate the complexities of your financial landscape with confidence.
Our mission is to exceed customers' expectations and secure their future by offering professional advice, education, and value added service with a personal touch.
Our Services Include:
Personalized Investment Strategies
We specialize in creating personalized investment strategies tailored to your unique financial goals. Our team conducts a comprehensive assessment of your risk tolerance and objectives, ensuring your investment plan is aligned with your goals for the future.
Portfolio Management
Your portfolio is expertly managed and we monitor it to optimize performance and mitigate risks. Through ongoing analysis and strategic adjustments, we ensure your investments remain aligned with market conditions and your financial goals.
Financial Analysis
Stay ahead of the curve with our in-depth market analysis. We provide valuable insights and analysis of market trends and opportunities, empowering you to make informed decisions and capitalize on potential growth areas.
Holisitic Planning
Holisitic Financial Planning is a comprehensive approach that integrates various financial strategies, including insurance and securities, to address all apects of an individual's or family's financial life. This approach combines traditional investment management with personalized financial planning, aiming to create a balanced and secure financial future. By integrating these elements, the wealth management strategy ensures that clients have a well-rounded financial plan that safeguards their assets, prepares for future needs, and maximized their financial potential.
Why Choose Us?
- Expert Guidance: Our experienced advisors are committed to delivering tailored assistance and valuable insights to empower you in making well-informed decisions.
- Holistic Approach: We take into account all aspects of your financial life, ensuring a cohesive strategy that aligns seamlessly with your goals.
- Transparent Communication: Our commitment to clear and open communication helps us build trust, ensuring you're informed and involved at every state of the process.
Partner with Retirement Understood to Navigate Your Financial Journey with Confidence and Clarity.
Rick Fischer
Investment Advisor Representative
Phone: (262) 204-7500
Email: rfischer@futurityfirstwealthmanagement.com
Disclosure
Financial planning and investment advisory services offered through Sequent Planning, LLC, a Registered Investment Adviser (RIA). Sequent Planning conducts business as Futurity First Wealth Management (FFWM) and Union Planning Center (UPC). Advisors are registered with Sequent Planning as independent contractors and not employees of Sequent. Futurity First Insurance Group (FFIG) and Sequent Planning are wholly owned subsidaries of Senior Market Sales (SMS). Insurance products, Legal, Tax and Accounting advice are not offered through Sequent Planning.