Mike Wentland has been in the investment industry for over 20 years.
From the World of Twitter: “Instead of checking your portfolio value again today, try digging up that tree you planted last week to see if the roots are growing.”
Patience is always stressed. Always give your strategies an opportunity to do their job.
Markets are volatile. While the words may change, there is really one main thing to know:
Will you be able to fund your goals? That's why we focus on strategic wealth management.
"We have three IRAs, two 401(k)s, two CDs and a checking." That's a list, not a plan.
revolves around strategic plans.
We plan (we don't predict). The best way to predict the future is to create it.
We're proactive (not reactive). Reacting to what happens in just the short run is not how we operate our long term investment strategies. Remember the dip of 2008? Was it wise to sell then? Address any concerns at a market high point, as well as low point.
Life Event Wealth Management. Example: Changing jobs, retirement, new child, inheritance... and so on
Client education and counsel. Example: Systems vs. Goals: Losing 10 pounds is a goal, learning to eat right is a system - and systems trump goals. APEXX® does this for the investment world.
Creating financial plans. Example: What is your current strategy to assure lifestyle sustaining income for the rest of your life?
We’re just scratching the surface on what APEXX® does…
RETIRING? CHANGING JOBS?
Not at your last job? Your 401(k) shouldn't be either.
APEXX® specializes in tax-free work rollovers,
As well as rate shopping.
LOOKING FOR STABILITY? A SECOND OPINION?
Mike has been in the business for over 18 years with every intention to continue for many years to come.
Being sold a "great rate" investment idea? First find out how great it really is. What’s the term? Were you also told how your principal can fluctuate when rates change? Do you think rates will increase or decrease going forward? How will that affect your principal value? Would you feel the value of your principal is more or less important then the rate you are being told you'd receive? How does inflation impact your return? There is a lot more to an investment then just the "rate." APEXX® is here to help you answer these questions so you truly get the most suitable investment you need.
Your financial strength deserves a second opinion. No obligation 2nd opinion anytime you’re ready. (608) 254-6600
Because of that, our clients do the marketing for us - thank you!
"You don't own success, you rent it. And the rent is due every day."
APEXX® is here to help you Grow, Protect, Preserve, & Distribute wealth.
Let APEXX® help you fine tune strategies.