Sharing the “All Under One Roof” Experience

Wealthquest’s “All Under One Roof” approach to financial planning is more than a tagline. It captures our drive to simplify and empower our clients’ financial lives. When we combine financial planning, investment management, tax preparation, and estate planning under one team for one simple fee, we aim to help clients focus less on managing complexity and more on living the lives they love.

But how can you share this unique approach? From the accessibility of our Financial Scorecard to valuable in-person events at our Wealthquest Learning Center, here are seven ways we strive to make it as easy to share the “All Under One Roof” experience with others who may be looking for a financial advisor.

1. Financial Scorecard

Our Financial Scorecard is a tool designed to help individuals and families gain clarity on where their financial health stands in four critical areas. Sharing the quick assessment is an easy way to help those you love and respect take a step toward confidence and clarity on their financial journey.

2. Wealthquest Advantage

One Team. One Plan. One Simple Fee.

Discover our approach to coordinated wealth management where your investments, financial planning, tax preparation, and estate planning services are offered by one team of professionals, all under one roof, for one simple fee.

3. Testimonials

Sometimes, you need real stories from real people to see the possibilities in our integrated approach. Hear the stories of a few clients, who highlight the transformative power of an approach centered on relationships, collaboration, and clarity.

4. Google Reviews

Google Reviews showcase the firsthand experiences of our clients who appreciate our personalized attention and expert advice. With a consistent stream of positive feedback, we’re proud and grateful that these reviews highlight how we’ve built trust and long-term relationships across a range of financial needs.

5. Wealthquest Learning Center Events

At the Wealthquest Learning Center, we aim to educate, equip, and enrich our audience. We bring in subject matter experts and have explored topics such as staying mentally fit as we age, retiring stronger, and preparing the next generation to steward wealth. These events are open to anyone and can be a great way to introduce someone to Wealthquest while providing them with learning with them.

6. GE Retirement Benefits Guide

After working with dozens of GE employees, we understand some of the unique financial opportunities its employees and retirees encounter. Our team offers customized strategies tailored to their benefits, retirement plans, and career paths, seeking to optimize their wealth-building and legacy-planning efforts. Do you know someone getting ready to retire from GE? Our retirement benefits guide can be a helpful resource for them.

7. Questions to Help Choose a Financial Advisor

Choosing a financial advisor can have a lasting impact on your financial future. From retirement planning to investment advice, different advisors offer services for your current and future needs. But with so many different types of advisors and services out there, it's wise to understand how to make the right choice for your unique needs. We created a list of questions to ask potential advisor candidates in the hope that they help bring clarity and confidence to your decision-making process–or that of someone you care for.

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An Integrated Approach for Every Client

Our “All Under One Roof” approach is a movement aiming to simplify financial management for every client. Whether through honest feedback in Google Reviews or hearing how our approach has impacted their lives through testimonials, we’re honored that clients experience financial clarity and confidence through our integrated approach and want to share it with others.

Want to see how the “All Under One Roof” model can help you? Reach out to our team today to begin simplifying your financial future.

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