| Email us with questions or comments about this web site. Copyright (c) 2011 The Wehrheim Group, LLC, all rights reserved Privacy Policy Website designed by Rachel Wehrheim. All photos by Nancy Wehrheim unless otherwise indicated. Page last updated on November 23, 2011 |
| The Wehrheim Group, LLC |
| 3330 Mt. Vernon Rd SE Cedar Rapids, IA 52403 319-294-3131 www.wehrheimgroup.com |
| Are you ready for retirement? Now is the time to schedule a review. |
Investment and advisory products and services offered through Nations Financial
Group, Inc., Member FINRA/SIPC, a Registered Investment Advisor. The Wehrheim
Group, LLC., is a separate entity and not affiliated with Nations Financial Group, Inc.
Availability of investment services subject to applicable licensing requirements. Please
see Disclosures for more details.
Security products are not insured by the FDIC or NCUA; are not deposits or other
obligations of Linn Area Credit Union and are not guaranteed by Linn Area Credit
Union. All investment products are subject to investment risk including possible loss of
principal invested.
Group, Inc., Member FINRA/SIPC, a Registered Investment Advisor. The Wehrheim
Group, LLC., is a separate entity and not affiliated with Nations Financial Group, Inc.
Availability of investment services subject to applicable licensing requirements. Please
see Disclosures for more details.
Security products are not insured by the FDIC or NCUA; are not deposits or other
obligations of Linn Area Credit Union and are not guaranteed by Linn Area Credit
Union. All investment products are subject to investment risk including possible loss of
principal invested.
3330 Mt. Vernon Rd SE
Cedar Rapids, IA 52403
319-294-3131
www.wehrheimgroup.com
| Retirement Planning Services |
The Retirement Plan Review for Individuals
If you currently have a retirement plan you may want to
undergo a retirement plan audit. In this audit we examine the
following questions:
Am I on track to reach my goals?
Do I need to increase my contributions?
Do I need to take more risk or less?
What lifestyle changes do I need to make?
Am I in the right mix of investments in my retirement vehicles?
If you currently have a retirement plan you may want to
undergo a retirement plan audit. In this audit we examine the
following questions:
Am I on track to reach my goals?
Do I need to increase my contributions?
Do I need to take more risk or less?
What lifestyle changes do I need to make?
Am I in the right mix of investments in my retirement vehicles?
The Retirement Plan Review Process for Businesses
Evaluate—
Educate—
Implementation—
Evaluate—
- We start by examining your current situation and
discussing your future expectations. Once we
understand your destination, we can begin drafting the
road map to help get you there.
Educate—
- We feel the more you learn and understand things that
affect your company’s plan, the easier it is for you to
have peace of mind. We work to accomplish this through
one-on-one counseling, small group seminars and the
use of printed and visual materials.
Implementation—
- This step involves taking the ideas from the education
and evaluation processes and making the changes
necessary to give you and your staff the best plan
available.
- This process needs to be revisited on an ongoing basis.
Laws are constantly changing. Better plans are being
developed. Your staff and their needs are changing.
At The Wehrheim Group, we accept responsibilities as a
team. Our commitment to the team is unique in this business. It
allows us to meet our client’s needs by combining the talents
and strengths of a group.
Our business is to make your financial life easier. We offer
investment services and individual counseling. With education
comes the confidence to make sound financial decisions.
team. Our commitment to the team is unique in this business. It
allows us to meet our client’s needs by combining the talents
and strengths of a group.
Our business is to make your financial life easier. We offer
investment services and individual counseling. With education
comes the confidence to make sound financial decisions.