If you are the kind of person that wants to be free from worrying about your investments and financial planning, you know that to accomplish this, you need to grow and protect your money.

The problem is that many people struggle to keep up with

• sorting through difficult financial rules
• managing the ever-changing investment world, and
• avoiding unnecessary taxes and fees

Making financial decisions can be costly and can make you feel uneasy.  It keeps you from making the most of your time, enjoying your lifestyle, and building wealth.

At Wealthnet, we believe that managing your investments should be much easier and fruitful for you.  We understand how it may be frustrating trying to get things done right with your financial plan.  It can be time-consuming, complicated, and overwhelming. 

That is why the founder of Wealthnet, Louis Llanes, has been committed to helping people turn their peace of wealth into peace of mind for over two decades.  Wealthnet can help you retire-ready, fund your children’s education, and leave a legacy for your family for many years to come.  We help you get results with our 5-part process we call “Integrated Investment Management”.   

 Here’s how it works:

• The Vision Builder – First we have a one-on-one consultation to discuss your vision for the future. The result is a clear picture of your priorities, and timeframes to meet your goals.
• The Insight Analysis – We then review your investment portfolio and your financial picture to uncover your strengths and discover any gaps that may need to be filled. This results in a solid foundation to design your custom plan.
• The Design Advantage – Next, we design an investment portfolio and a financial planning strategy. We collaborate with you on the details for your timeline, risk profile, income needs, liquidity needs, taxes, and special circumstances. The end result is your tailored action plan.
• The Wealth Navigator – Our team then transitions your current portfolio to your target investment strategy and provides ongoing investment management of your accounts with Wealthnet. The result is that your investments are reviewed and maintain by professionals dedicated to protecting and building your wealth.
• The Progress Experience – You then get access to your advisor for semi-annual check-ins, and annual progress reviews. You can always reach out to our team for help.  You also have online access to your accounts and a secure portal for sharing documents. We strive to communicate with you, both personally and electronically, so you know where you stand and receive excellent service.

If you would like to turn your piece of wealth into peace of mind, schedule a free call with us.