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  3. What is Wealth Management?

What is Wealth Management?

Sound financial guidance is key to protecting and growing your wealth. But you already knew that.

How does “wealth management” differ? Simply put, if we were a restaurant, we would be a five-course meal. At Shoemaker Financial, we offer a combination of investment consulting, advanced strategies and relationship management, providing a comprehensive overview of your financial horizon through our all-encompassing formula.

 

WM = IC + AS +RM

That might bring back your terror of high school math, but fear not. Let’s break down the formula first. We hope you’ll like what you see.

 

Wealth Management = Investment Consulting

This is the foundation of our services and the bedrock of the advisor/client relationship. Here, we become familiar with your portfolio and start designing a plan of action.

 

Advanced Strategies

The second piece moves into more intricate investment consultation, including wealth enhancement (growing your assets), wealth transfer (managing your estate), wealth protection (protecting your assets) and charitable giving (maximizing effectiveness of charitable intent).

 

Relationship Management

Here, we monitor your marriage and friendships. Just kidding.☺ Relationship management solidifies our working partnership as we understand your critical needs and develop strategies to help accomplish them.

With these elements working in tandem, Shoemaker Financial can help meet your needs throughout all stages of your financial life.

 

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Contact info

  •   8988 Ruffian Lane, Newburgh, IN 47629
  •   812.490.9100 | 888.490.9101
  •   812.490.9102
  •   NEWBURGH@SHOEMAKERFINANCIAL.COM

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Shoemaker Financial is independently owned and operated, and offers its own suite of products and services entirely independent of Securian.

Certain individuals associated with Shoemaker Financial are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. ("Securian"), a registered broker-dealer and investment adviser, member FINRA / SIPC. Individuals registered with Securian are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian. FINRA's BrokerCheck contains additional information about registered individuals and also indicates whether they are registered representatives and/or investment advisor representatives. You may also refer to their individual bio pages on this website to find their registration status. Not all registered persons are registered as investment advisor representatives.  Only registered persons who are registered as investment advisor representatives use titles "advisor" or "financial advisor" and provide advisory services. For further questions about which individuals associated with Shoemaker Financial are registered with Securian, as well as information about which securities and investment advisory services such individuals are authorized to offer on Securian's behalf, please contact Securian at 1-800-820-4205. 3121112 DOFU 06/2020

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