THE PREMIER FINANCIAL INDEPENDENCE PLANNING EXPERIENCE

“To be trusted is a greater compliment than being loved.” – George MacDonald

“There is no greatness where there is not simplicity, goodness, and truth.” — Leo Nikolaevich Tolstov

A holistic financial plan should empower you to get what you want out of life.

Does Yours?

Our team believes if you are financially secure, then you are better prepared to make decisions about your life. The common behavior around money is that if you do not have a comprehensive financial plan, then you tend to stress about your money. On the other hand, if you plan your finances wisely, then you can focus on the things in life that matter most to you. Translation....

Smart and strategic wealth management allows you to live life on your terms.

We want to get to know YOU. What is important to you, and what motivates you to do what you do each day? Who and what are dearest to your heart? From this discovery and perspective, together we can devise a financial plan that aligns with your vision, values and goals.

We specialize in:

  • Retirement Planning
  • Education Funding
  • Risk Management Solutions
  • Investment Strategies

We find that the number one reason people's financial plans fail is because of a lack of action. At Truicity Wealth Management, we understand the trust that you have put in us to ensure you are able to achieve financial independence. That is why we create a clear call to action, and we make sure our team is there with you to ensure simplicity within the process. We don’t look to attract you with smoke and mirrors, short term rates of return, or what the hot stock or fund of the day is; it is about a team working alongside you to keep you accountable and honest with yourself.

We believe that if we can decrease people’s stress around money, that will in turn increase the degree of enjoyment life brings. Because of that, our clients consistently mention how confident they are that we’ve got them on the right path towards financial independence.

 


OUR MISSION

To help goal-oriented people efficiently, effectively, and expeditiously build wealth in order to reach their goals


OUR PLANNING PHILOSOPHY

WE BELIEVE…

  • We partner with clients every step of the way – helping them make the right financial choices, adjusting things as life changes, and coaching them with a continuous planning approach to help clients stay the course.
  • We must be outstanding listeners, gathering important facts while making clients feel both heard and understood.
  • We educate our clients and answer their questions, helping them understand important financial concepts, opportunities, and risks.
  • Throughout our relationship with our clients, we work to continually understand their complete financial picture.
  • Protecting income and lifestyle is foundational to financial independence during all stages of life: accumulation, distribution, and legacy.
  • Our process results in credible recommendations that consider expected cash flows, resources, and our clients' goals
  • We create an actionable plan with clear recommendations, guiding which solutions to implement both now and over time.
  • Our plan and recommendations help clients understand their next steps and track their progress.
  • Planning is continuous—as life changes, the financial plan changes as well.

OUR INVESTMENT PHILOSOPHY

WE BELIEVE…

  • We solve your risk-based needs first.
  • We will provide expert guidance to help develop your long-term investment strategy.
  • It’s important to create a strategy consistent with your risk tolerance, time horizon, and goals.
  • In determining a diversification strategy using asset allocation to meet goals.
  • Professionally-created, quality investment portfolios should be designed to match your asset allocation strategy.
  • The use of rebalancing to remove emotion from decision making fortifies our clients' overall plans.
  • It is a priority to manage the impact of taxes and inflation.
  • The asset allocation should be evaluated relative to your long-term goals and benchmarks.
  • In helping you resist the temptation to change your strategy during up or down market movements.
  • It’s best to start early, invest regularly, and use dollar cost averaging.

The Northwestern Mutual Difference

We make plans for people, not just money. So no matter your goals, we have access to top rated products and services to help you meet each one.

  • Best Life Insurance Company ranked by NerdWallet, 2019 to 20201
  • AAA, Aaa, and AA+ the highest financial strength ratings of any life insurer from all four major rating agencies2
  • Top 10 U.S. Independent Investment Broker-Dealers3
1©2017-2020 and TM, NerdWallet, Inc. All Rights Reserved.

2Northwestern Mutual continues to have the highest financial strength ratings awarded to any U.S. life insurer by all four of the major rating agencies: A.M. Best Company, A++ (highest), April 2020; Fitch Ratings, AAA (highest), August 2020; Moody’s Investors Service, Aaa (highest), December 2020; S&P Global Ratings, AA+ (second highest), June 2020. Third-party ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company.

3Measured by 2020 total revenues. Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and Investment News, April 2021.

6 Times It Makes Sense to Revisit Your Financial Plan

When your life changes, so should your plan. Here are 6 times it makes sense to schedule a meeting with your advisor. Read more here.

What Is Cash Value Life Insurance?

Cash value life insurance has unique attributes that can make it one of the most flexible parts of your financial plan. Read more here.

4 Steps That Help Assess Your Financial Security for Retirement

Let’s have a conversation to make sure you’re financially prepared for retirement. Read more here.

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck

Visit our Client Relationship Summaries (Form CRS) which provide brief information about our firms that provide brokerage services and advisory services.