My wife and I love to take a good road trip. If you have ever taken one, you know that things do not always go as planned. Sometimes the unintended road you take leads to the most beautiful view or that hole in the wall restaurant you are eager to return to. Today, as a financial advisor, I am humbled by the trust and confidence clients have given me to help them through their road trip of life. I grew up on a family farm and was taught the value of hard work, integrity and serving others. These core values, understanding what is most important to you and using our established process is how I partner with you to help you reach your goals while striving to provide world class service.
My established process with clients always begins by listening and learning what they value, hope for and what concerns them the most. Once I have a clear understanding of what they want their future to look like, then, and only then can I put in the extra work to create a personalized financial strategy to help them reach their goals.
My practice is well suited to support the variety of needs unique to business owners, farmers, and those preparing for retirement. I focus on succession planning and intergenerational wealth transfer.
Outside of work, my wife and I live a quiet life. As previously mentioned, we love a good road trip as well as spending time in our gardens, relaxing on the porch with a good book or listening to the sounds of crickets after a warm summer rain. The things I hold closest to my heart are not things at all - they are my family and friends, my church, and making a difference for people in my community.
- Retirement Savings Strategies
- Business Owner Considerations
- Wealth Protection Strategies
Phone NumberTom Riedl at (519) 332-8172
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