Nate Wyatt and Will Rahjes specialize in working with you to plan, protect, and invest in your financial success. We offer the following:
- Financial & Retirement Planning
- Money Management During Retirement
- Estate Planning
- Educational Plans
- High Dollar Deferrals
- Legacy Planning and Insurance Needs
- Life, Long Term Care, and Medicare Supplement Insurance
By keeping our clients' objectives in focus, staying in contact with them throughout all market conditions, and making investment adjustments as economic or lifestyle conditions warrant, we maintain a constant commitment to putting service first.
Why work with a financial planner?
It is said that advice is the only commodity where supply always exceeds demand, and this has never been as true as it is today. Modern-day investors are bombarded by unsolicited (and often contradictory) investment advice from the Internet and TV, friends and relatives. With all this information, most find it difficult to discern which advice is best for their particular situation.That’s why you should consider working with a financial professional – you can not only get advice that fits your individual needs, but you can also get help acting on it.We strive to meet our clients' goals and needs by designing personalized financial plans.
Please visit our website, email, call or stop by our office.
Click here to schedule an appointment now.
Securities offered through Securities America, Inc. Member FINRA/SIPC Advisory Services offered through Securities America Advisors, Inc. Investment Service Center, Flatwater Bank and Securities America, Inc are unaffiliated.
May Lose Value – Not FDIC Insured – No Bank Guarantee