The Missing Piece
If you’re like most people we meet every day, you’ve already done some good planning. You have long-term, even close relationships with trusted advisors, but for some reason or another, your “big picture” financial strategy remains incomplete. There always seems to be a lot of talk about what should be done, but no one is assessing the entire “chessboard” of your financial life and taking decisive action.
You've aligned yourself with various micro-advisors who offer specialized advice in their areas of expertise—but without a macro-advisor (a big-picture coordinator), you are left with the complex responsibility of tying together all your financial decisions.
This creates major problems:
Conflicting opinions among micro-advisors
Chaos and confusion about priorities
Inefficiency and lack of implementation
Lack of clarity and confidence
Someone needs to lead your team, but you’re busy with your career and family responsibilities, and—like many hardworking professionals—don’t have the time or expertise to evaluate each advisor’s capabilities and create a plan to bring everyone together.
That’s where we come in.
As a macro-advisor, we oversee the big picture and bring order to the planning process. We clarify goals and priorities based on what matters most to you, and we coordinate your team of micro-advisors so they work in harmony and in accord with your interests and objectives.
We ensure you have both offensive and defensive strategies in place, and that each piece on your board is furthering your vision of success. We create a comprehensive plan to help you grow, protect, and distribute your wealth with purpose, and then—most importantly—we ensure that plan is implemented effectively when requested by our clients to do so.
With a macro-advisor on your team, you gain the clarity and confidence to truly master your wealth.
Illinois Office
205 N Main Street
Breese, IL 62230
Jerry - Phone & Text: 618-526-2246
Austin - Phone & Text: 618-726-9487
Fax: 618-526-4387
Missouri Office
Three City Place Drive, Suite 690
Creve Coeur, MO 63141
Phone: 314-241-2644
Fax: 618-526-4387