Published by Mark Schlipman
After a recent visit with a client whose husband had just lost his courageous battle with cancer, I began to reflect on the last conversations I have shared with clients and friends who have passed away.
Have you ever sat across from a financial advisor and only understood every third word they were saying? And yet they were talking about your money, your life, and your future.
At Schlipman Wealth Advisors, we believe clients should understand everything that is happening with their money; that advisors should be just as good about explaining investments as they are at making them.
First, we’re going to get to know you and discuss what’s most important to you. We’re going to figure out your goals and the outcomes you’d like to achieve with this money. We’ll do this by establishing your Family Index Number, which is the rate of return needed on your investments in order to pursue those outcomes. After we determine your Family Index Number, we allocate your money to our various investment strategies designed to help you pursue those goals.
We work with a wide variety of clients – everyone from high net worth investors to those who are just starting out. While each family gets a personalized allocation strategy, we’ve helped thousands of families navigate their complex financial needs and guided them through life’s major decisions.
As your trusted advisor, we’re focused on adding convenience and simplicity to your lives. We will make sure you’re educated on your investments and how we manage your money – as much or as little information as you’d like.
Whether you’re investing hundreds or millions, at Schlipman Wealth Advisors we’re about much more than results – we’re about helping you understand where those results have come from and why the strategy works. If you’re tired of the mystery of investing and want to know exactly what’s happening with your money, schedule an appointment today.
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Our experienced team of professionals will develop a personalized plan that gives you the power – and a path – to realize your dreams. Explore services
Our disciplined investment management process is driven by our team of research analysts and our Investment Committee. These professionals provide you with the information you need to understand why we make investment decisions that are in the best interest for your portfolio.
With life, long-term care and disability coverage, our insurance specialists help you identify risks and appropriate coverage for your financial situation. Learn more
We have a team of in-house CPA’s that offer tax planning services and tips on how you can save money.
Through our team of financial planning professionals, your financial plan will always remain up-to-date and relevant to your unique goals and objectives. Learn more
Our team will help you develop and establish an estate plan, so you’ll know how your assets will be distributed. Learn more
Schlipman Wealth Advisors mission is To inspire our clients to achieve True Wealth by making informed decisions through communication and service that exceeds their expectations.
We are a wealth management firm in Quincy, IL serving affluent families, business owners, executives and institutions. Our team provides the highest level of service for our local and national clients in financial planning and investment management. Contact us today and let Schlipman Wealth Advisors help you on your True Wealth journey.
Disciplined investment strategies are the foundation of our investment management process. Our time-tested strategies are designed to meet a variety of investment goals and objectives.
Headquartered in Quincy, Illinois, Schlipman Wealth Advisors is dedicated to providing you with the highest level of service and delivering trust, transparency and accountability. Contact us today and experience the difference.
Tax season is officially upon us and with it comes the inevitable new wave of tax season identity fraud. Every year, thousands of people lose millions of dollars and their personal information to tax scams during tax season. As taxpayers become more sophisticated at spotting scams, so do the scammers. They use regular mail, telephone and email to scam taxpayers, tax professionals, and even HR and payroll departments through phishing attacks and malware.
Published by Mark Schlipman
It Takes a Team: Taking the long view in a short-sighted system
Recently, I spoke with a physician who was stunned that his colleagues did not have adequate money for retirement. Incredulously, he said to me, “You take a person who earns $400,000 per year and multiply that over 30 years, that is $12 million dollars of earnings. How can they not have saved enough?”
Stock markets returned to their winning ways last week after falling the previous week. The S&P 500 soared 3.5%. The global MSCI ACWI rose 2.8%, and the Bloomberg BarCap Aggregate Bond Index edged 0.1% lower. The moves higher in the S&P 500 and MSCI ACWI were both large enough to overcome last week’s losses. Read more