Why Agile Wealth Partners?
Our Agile Planning approach:
- Behavior based.
- Priority driven.
- Continuous plan.
How do we partner with out clients?
Everyone's needs and situation is different; there are no two clients alike. So we treat you as a unique individual: we listen, we analyze, then together we create simple, clearly defined solution, The Agile Wealth Plan, tailored to your specific needs, so that you can become financially independent.
This collaborative process breaks down your plan into manageable steps that are continuously updated and monitored. Creating a proactive, flexible, highly communicative environment that allows us to focus on your priorities and puts you in position to be better off when unexpected events and issues arise throughout your journey.
Everyone's needs and situation is different; there are no two clients alike. So we treat you as a unique individual: we listen, we analyze, then together we create simple, clearly defined solution, The Agile Wealth Plan, tailored to your specific needs, so that you can become financially independent.
This collaborative process breaks down your plan into manageable steps that are continuously updated and monitored. Creating a proactive, flexible, highly communicative environment that allows us to focus on your priorities and puts you in position to be better off when unexpected events and issues arise throughout your journey.
|
|
We've created an environment that allows us to provide the best advice and solutions. We are legally bound to work in your best interest. Yes we signed up for this!
We have made a commitment to Partner with a select group of clients, and the entire team assists them on a comprehensive basis by providing Boutique Family Wealth services.
Our experience, expertise and diverse specialties allow us to bring institutional services to our clients, which enhances our ability to offer advanced planning strategies.
We use a tactical asset management strategy. An evidenced based Core alongside the ability to shift in favorable / unfavorable circumstances. Always looking for opportunities across all assets classes and investment types. |
|
Boutique Wealth Services:
Fee based advisors partnering with clients transitioning to their next steps of life.
Fee based advisors partnering with clients transitioning to their next steps of life.
Health Wellness Planning
|
Financial Organization
|
Investment Management
|
Trustworthy established partners and service providers we rely on for the best client experience:
|
|
|
|
|
Why Financial Independence is the goal?
Financial independence is when your resources and mindset align allowing you true comfort and choice. Knowing you are on track to meet your long term goals allows you the ability to experience and pursue things such as starting your own business, traveling the world, exploring a passion of yours , creating a charity, and increasing time with family and friends.
The difference between Independence and retirement is significant. Independence means you have the freedom to choose how you live your retirement. That doesn't just mean stability during the latter years of life, it means choice, clarity, and control. This is our goal for you.
"Retirement" is changing...
That's why we focus on those planning their next phase of life, whether that is...
Succession, business exit, a new venture, or a traditional retirement (taking a break).
Financial independence is when your resources and mindset align allowing you true comfort and choice. Knowing you are on track to meet your long term goals allows you the ability to experience and pursue things such as starting your own business, traveling the world, exploring a passion of yours , creating a charity, and increasing time with family and friends.
The difference between Independence and retirement is significant. Independence means you have the freedom to choose how you live your retirement. That doesn't just mean stability during the latter years of life, it means choice, clarity, and control. This is our goal for you.
"Retirement" is changing...
That's why we focus on those planning their next phase of life, whether that is...
Succession, business exit, a new venture, or a traditional retirement (taking a break).
Many of our clients have never used a dedicated planner to oversee their planning, why change now?
Guidance: A partner is a true guide, as you transition you will have 100's of choices and questions to answer, so we are here to guide.
Educate: Our partners are dedicated to educate so you know why we make our choices and gain conviction surrounding them.
Coach: The most successful people hire coaches; as your Partner we create accountability, optimistic outlook and opportunistic edge.
Organize: Organization along with using tools to map out the big picture gives our clients clarity, lower stress and efficiency.
Filter: There is so much information and noise out there, rely on us to present the pertinent information to keep your head clear!
Counsel: After we filter we have unique perspective to make the information relevant to your situation, focusing on your values.
Proactivity: Taking your personal situation into account we use experience and past discussions to proactively alert and prepare.
Our expectations when working with a new client:
1. A true partner, dual understanding; when you need something we provide it, and when we need something to help you it is reciprocated.
2. We both agree there is an actual need for our high touch fiduciary fee-based planning and investment process, and you are excited and eager to work on your wealth.
Guidance: A partner is a true guide, as you transition you will have 100's of choices and questions to answer, so we are here to guide.
Educate: Our partners are dedicated to educate so you know why we make our choices and gain conviction surrounding them.
Coach: The most successful people hire coaches; as your Partner we create accountability, optimistic outlook and opportunistic edge.
Organize: Organization along with using tools to map out the big picture gives our clients clarity, lower stress and efficiency.
Filter: There is so much information and noise out there, rely on us to present the pertinent information to keep your head clear!
Counsel: After we filter we have unique perspective to make the information relevant to your situation, focusing on your values.
Proactivity: Taking your personal situation into account we use experience and past discussions to proactively alert and prepare.
Our expectations when working with a new client:
1. A true partner, dual understanding; when you need something we provide it, and when we need something to help you it is reciprocated.
2. We both agree there is an actual need for our high touch fiduciary fee-based planning and investment process, and you are excited and eager to work on your wealth.
Investment advisory services performed by Agile Wealth LLC. a registered investment adviser in the state of Michigan. The adviser may transact
business in states where it is appropriately registered, or where it is excluded or exempted from registration. Information presented is for educational purposes only and is not an offer or solicitation for the sale or purchase of any securities or investment advisory services. Investments involve risk and are
not guaranteed. Be sure to consult with a qualified financial adviser or a tax professional before implementing any strategy discussed herein.
business in states where it is appropriately registered, or where it is excluded or exempted from registration. Information presented is for educational purposes only and is not an offer or solicitation for the sale or purchase of any securities or investment advisory services. Investments involve risk and are
not guaranteed. Be sure to consult with a qualified financial adviser or a tax professional before implementing any strategy discussed herein.
|
SCHWAB CLIENT LOGIN |
CONTACT
|
|
