Plan Ahead
Financial Planning.
Your financial peace of mind starts with Mestmaker & Petrey Wealth Advisors.
How We Help
Personalized Financial Planning for Your Unique Journey.
Financial planning is the foundation of a secure financial future. At Mestmaker & Petrey Wealth Advisors, we provide comprehensive financial planning services tailored to your unique circumstances, goals, and values. Our approach goes beyond simple number-crunching to develop a holistic understanding of your financial life and create strategies that align with your vision for the future.
We believe that effective financial planning is an ongoing process, not a one-time event. As your life and/or business evolves, so too should your financial strategy. That’s why we maintain regular communication with our clients, ensuring that your plan remains relevant and responsive to your changing needs and circumstances.
The Process
Our Financial Planning Process.
Our financial planning process begins with a thorough assessment of your current financial situation, including assets, liabilities, income, expenses, and existing investments. We take the time to understand your short-term and long-term goals, risk tolerance, and any specific concerns you may have about your financial future.
Based on this comprehensive understanding, we develop a personalized financial plan that addresses all aspects of your financial life. This may include retirement planning, education funding, estate planning, tax optimization strategies, insurance needs, and more. We present this plan in clear, understandable terms, ensuring you have full visibility into our recommendations and the reasoning behind them.
Once your plan is implemented, we conduct regular reviews to track progress toward your goals and make adjustments as needed. This ongoing monitoring is designed to help ensure that your financial strategy remains aligned with your objectives as market conditions change and as your personal circumstances evolve.
The Process
Comprehensive Solutions for Every Aspect of Your Financial Life.
Our financial planning services encompass a wide range of financial concerns and objectives
Retirement
Planning.
We help you determine how much you need to save for retirement, develop strategies to reach your retirement goals, and create sustainable withdrawal plans.
Investment
Planning.
Based on your goals and risk tolerance, we develop investment strategies that align with your financial objectives while managing risk appropriately.
Tax
Planning.
Mestmaker & Petrey Wealth Advisors work to minimize your tax burden through strategic planning and investment decisions, helping you keep more of what you earn. *
Estate
Planning.
We help you develop strategies for efficiently transferring your wealth to the next generation or to charitable causes according to your wishes.
Risk
Management.
We assess your insurance needs and recommend appropriate coverage to protect your assets and income against unforeseen events.
Cash Flow
Management.
At Mestmaker & Petrey Wealth Advisors, we are here to help you optimize your income and expenses to support your current lifestyle while building for the future.
Our Advantage
Why Choose Us for Your Financial Planning Needs?
What sets our financial planning services apart at Mestmaker & Petrey Wealth Advisors is our commitment to truly understanding your unique situation and goals. We don’t apply cookie-cutter solutions or one-size-fits-most approaches. Instead, we take the time to develop financial strategies that are as individual as you are.
As fee-based advisors and fiduciaries, we are legally obligated to act in your best interest at all times. This means you can trust that our recommendations are based solely on what we believe will help you achieve your financial goals, not on what will generate the highest commissions or fees for us.
Our clients appreciate our hands-on approach, which includes regular meetings and reviews to ensure your financial plan remains on track. We believe in building long-term relationships based on trust, transparency, and results, helping you navigate life’s financial challenges with confidence and peace of mind.
