Wellington Wealth Strategies
Frequently Asked Questions
What types of clients do you typically work with?
At Wellington Wealth Strategies, we specialize in helping individuals and families plan their ideal retirement. Our goal is to assist you with protecting and growing your assets, so you will have financial confidence during retirement. We provide comprehensive financial planning and tax advisory services to several types of clients. Our typical clients are medical professionals, business owners, young professionals, and entrepreneurs living in or near Indianapolis. However, our goal is to see everyone financially succeed, so we are open to talking to new clients who may not quite fit these criteria.
What approach does the team at Wellington Wealth Strategies use?
We approach financial planning using our own 6-Step Process. This process goes as follows: Discovery, Data Gathering, Research & Analysis, Recommend, Implement, and Periodic Review. Learn more about these steps on our About Us page
How do I know I can trust Wellington Wealth Strategies?
At Wellington Wealth Strategies, we put the needs of our clients and their goals first. Although no investment strategy can guarantee a profit or protect against loss, our team works together to provide you with strategies and solutions that combine all facets of your retirement life. Moreover, we believe in educating our clients. We offer a range of educational resources, which can be found right here on our site. We also post a blog article to our website each week and offer complimentary educational guides on a variety of financial topics. And finally, you can stay up to date with financial news and gain access to our newest blogs and guides by signing up for our WEEKLY ENEWSLETTER!
How can I get started with Wellington Wealth Strategies?
It’s easy! Please give us a call at (317) 846-5055 or request an appointment by clicking here. We will then contact you to schedule an introductory meeting. During this introductory meeting, we will review your current financial plan, learn about you and your goals, and then make a plan that is right for you.