35 Ways We Can Help You

What We Do

Benefit to You

1. Prepare your customized investment plan.

Having a custom tailored plan provides you with peace of mind that your goals of growing, protecting and potentially deriving an income from your money with as little risk as possible.

2. Monitor your investments daily.

Let our experienced team provide you with certainty that your investments are being monitored and adjusted to meet ever-shifting market conditions.

3. Simplify the investing process.

We strive to create easily understood portfolios that bring both flexibility and comfort.

4. Stay up to date on changes in the markets.

The markets can change in an instant. We strive to turn the roller coaster of investing into something more closely resembling a kiddie ride.

5. Provide investment research that is both usable and easy to understand.

In order to choose the right investments, you have to know what the right investments are. We are continually researching which investments can bring you the growth and safety you need to reach your goals.

6. Find ways to potentially increase your income during retirement.

To enjoy the retirement lifestyle you want, you'll need income to fund it. We can make several suggestions to help make this happen with the overall goal of reducing the risk that you outlive your money.

7. Help you understand the level of risk that comes with investing.

Many people do not actually understand how much risk they have currently in their portfolio or how much risk is appropriate for their long-term goals. Here at Eisert Wealth Management, we will work with you to determine suitable investment for your comfort and well-being.

8. Help you understand and get the most out of retirement investments.

Your retirement account(s) are your most vital source of future income. We will help you get the most out of them.

9. Implement an active portfolio management strategy.

Our team recognizes that the typical “buy and hold” investment approach can sometimes amount to “buy and hope.” To the greatest extent possible we attempt to minimize downside exposure through active management.

10. Help you invest in a tax-savvy manner.

Many investors fail to factor in the tax implications of their investments. This can lead to unintended consequences such as missed opportunities, increased income taxation, etc. At Eisert Wealth Management, we strive to take tax ramifications into account when recommending investments.

11. Provide you with technical, fundamental, and quantitative investment analysis.

More information can equal more choices and more opportunities. At Eisert Wealth Management, we constantly monitor daily market and economic changes, guiding you to informed decisions.

12. Provide you with clear and balanced investment research and strategies.

Our consistent monitoring of the markets and personalized service provides our clients with clear strategies designed to mitigate downside risks.

13. Provide access to your account information 24 hours a day, 7 days a week.

24/7 access to how your money is doing is a must. We ensure this information is available to you through both online account view and paper statements.

What We Do

Benefit to You

14. Excellent client centric service.

Let the team at Eisert Wealth Management worry about your money so that you don't have to! In short, we want you to know that we are hard at work for you so you have less stress.

15. Prompt you to think about areas of your financial life you may not have considered.

Often potential problems go unspotted and potential opportunities go unseized. This may include a discussion on a future increase in tax liability due to required minimum distributions on retirement accounts; or reviewing the likelihood of long-term care needs. We also regularly ask..."What will you do when you retire?"

16. Formalize your financial goals and put them in writing.

In our experience, written goals are followed up on far more than unwritten ones. This step is simple, but it literally makes it more likely that you will achieve your goals.

17. Help you determine realistic goals.

Your time and your money are highly valuable. By focusing on the most achievable goals, we can help save you more of both.

18. Help you prioritize your financial opportunities.

Sometimes, you may find you have more decisions to make than you can possibly handle at once. We make life simpler by helping you understand which opportunities and decisions need to be made now.

19. Work with you to create a written, step-by-step investment plan.

Once you have a written financial plan, the next step is creating the investment plan which will outline the tools to help you reach your financial goals. This means saying goodbye to confusion, uncertainty, and delay.

20. Providing alternatives that you may not have considered.

There may be easier, more efficient ways to overcome the financial obstacles in your path, and we can help you find them.

21. Update your financial & Investment plans annually, or as needed.

Things change including your financial goals. When life changes, we can easily modify your financial & investment plan so that it's never out of date.

22. Higher education planning for children and grandchildren.

Every parent and grandparent dreams of their children getting a good education to secure an even brighter future. By reviewing the educational savings vehicles available, we can help this become a reality.

23. Help you determine and process your IRA Required Minimum Distribution.

As your financial advisor, we want to save you time and hassle whenever possible. This means assuring you avoid the 50% IRS penalty on required distributions that are not processed by their deadline.

24. Help you create an estate plan.

The biggest benefit of an estate plan? A good night's sleep. With an estate plan, you'll never have to lie awake wondering, "What will happen if." We will work with you and other qualified resources to review your current plan or assist in creating a plan.

25. Review life insurance needs to protect your family.

Life insurance can be one of the most boring topics imaginable. However, it is also one of the most valuable tools of financial planning. This is because it brings the mental freedom of knowing your family is protected, your charitable goals are funded or both.

26. Assist in maximizing your Social Security benefits.

We want you to get the most out of your earned benefits. We help you determine how to maximize your Social Security Benefits.

27. Life planning.

We can answer questions on whether or not to pay off your mortgage, refinance your home, downsize, loan money to a child, go into business with a family member, or purchase the vacation home you've always wanted. Eisert Wealth Management is part of this community and your family.

What We Do

Benefit to You

28. Proactively keep in touch with you.

You should not have to wonder where your financial advisor is or what he/she is doing. That is why we are committed to constantly staying in contact with you. We accomplish this through regular calls to check-in, portfolio and market condition updates; letters on topics meant to improve your financial well-being; and invitations to attend in-person reviews of your portfolios each quarter.

29. Provide a website with useful resources and information.

We provide a website that is regularly updated to keep you abreast of upcoming events, provide online links to useful resources and financial calculators, as well as 24/7 account access.

30. Provide easy-to-understand education on financial terms, concepts or economic news you may be uncertain about.

Both common sense and industry studies agree: educated investors make better investors. We will work through the question to provide you with a clear understanding so that you do not feel lost, confused, or worried.

31. Keep track of life and family changes that could impact your finances.

Children grow up, adults grow old, and nothing ever stays the same. These changes in life can affect your finances both positively and negatively. We will help you plan and respond to both.

32. Provide referrals to other professionals, such as accountants, attorneys, and insurance specialists.

Here at Eisert Wealth Management, we have a wide network of professionals and partners that we work with on a regular basis. If you ever have need of a particular type of professional, chances are we can introduce you to someone.

33. Identify any savings shortfalls.

Budgeting can be a difficult challenge for many. If there are opportunities to adjust savings or spending to meet your specific goals, we can help suggest solutions.

34. Keep you on track to reaching your goals.

Want to know a secret? When it comes to achieving financial success, consistency is more important than sophistication. We'll hold your hand when you need it, give you a nudge when you need it, or even provide a shoulder to lean on when you need it...because we are just as committed to you reaching your goals as you are.

35. Be honest with you.

This is perhaps the most important thing we can do for you. Honesty is not only a virtue - it's a necessity when it comes to working with financial professionals or in life. For us at Eisert Wealth Management, honesty is the foundation upon which our business is built upon.