QUESTION: How many pages is your Written Financial Plan – new update from Mike Riedmiller Wealth | Omaha and Lincoln Nebraska Financial Planning
How many pages is your Written Financial Plan?
If you have been working with a financial advisor who has your best interests in mind, then it might be a good idea to have a written financial plan. If you do not, then perhaps they do not offer this service. Or worse yet, they do offer it but have not done this for you. This is not good for you either way.
If you have been handling your own investments but do not have a written plan, then this could bring more risk to your investments.
You can benefit from the services of a financial professional by having a written financial plan and working with a fiduciary that has your best interests in mind.
Despite the recent increase in volatility that we have seen in the stock market, longer-term momentum remains mostly intact and factors such as corporate earnings and economic fundamentals remain strong.
It can be important to remember that as investors, we should stay committed to our long-term financial goals. Staying focused on our long-term investment objectives and maintaining a disciplined investment strategy can reduce daily market noise and increase the odds of a successful outcome over time.
About Mike Riedmiller
Mike Riedmiller is the president of Riedmiller Wealth Management, an independent ﬁnancial ﬁrm that is free from the product-focused, sales-driven environment that can be prevalent at other ﬁnancial firms. He is a ﬁduciary ﬁnancial advisor and the best-selling author of the book, “The Road To Success” (Amazon’s Best Sellers List 2016). In addition, he is the creator of the “Smart Money Planning” educational course and a Forbes BrandVoice Contributor.
Your financial success is Mike’s #1 goal. He focuses on retirement planning and wealth management. Mike believes it is important for people to be educated about money and their options so they can secure their ﬁnancial future. His goal is to build long-term relationships with people in order to help them achieve their important life goals and ﬁnancial objectives. Mike Riedmiller has a ﬁduciary responsibility to always act in the best interest of every client.
Riedmiller Wealth Management is proud to be part of a large nationwide network of highly vetted financial professionals who are passionate about helping their clients. This group is supported by one of the fastest growing private investment companies in the United States. Mike and his team continually advance their education by attending several investment conferences throughout the United States every year.
Mike and his wife, Carisa, have three children – Madison, Sophia and Dillon. They enjoy spending time with family and friends, biking, snorkeling, hiking, reading, and meeting new people. They have traveled throughout the United States and to foreign countries in order to have new experiences and lifetime memories with their family. They actively support a number of charities with the goal of helping others to have better lives and to leave a legacy.