The #1 Most Invaluable Investment

The #1 Most Invaluable Investment

In the world we live in today, you are constantly hearing what you should invest in. In today’s video, James will discuss:

  • The most important investment decision you can make
  • Wealthquest’s unique approach to wealth management

What You Should Invest in

News stations, radio stations, internet advertisements, and your next-door neighbor all claim to have the unique secret to investing. This can be overwhelming. In fact, we know that it is overwhelming. We have clients come in all the time that are scared and confused because they don’t understand all the complexity around them. The truth is the most important thing that you should be investing in is your life. Your own unique life with all the dreams you have for yourself and your family. Your story is unlike anyone else’s and your financial goals should be viewed the same way. And when we see clients who aren’t yet investing in their lives, we help them paint that vision for their future.

New Approach to Wealth Management 

We know that clients tend to worry about their financial futures. Historically, clients have not only had to work with their financial advisor, but also independently with a tax preparer and an estate planning attorney. It’s entirely segmented in the financial service industry. The industry has left you to try to comprehend how all the different services work together to help you achieve your goals, which has caused a lot of confusion and pain. At Wealthquest, we have set up our business to approach your finances holistically so that we can take the burden of making a complete and integrated financial plan. For your convenience, we bring investment management, tax preparation, financial planning, and estate planning under one roof and provide an all-inclusive service so you can spend less time juggling these demands and responsibilities and more time living your life. We want you to invest in your life because we believe it’s your most invaluable investment.

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This site is for informational purposes only. No information on this site should be construed as a solicitation, offer, recommendation, representation of suitability or endorsement of any particular security or investment. This blog represents the views of James Lenhoff and does not reflect those of Wealthquest or its employees. Opinions expressed in this commentary reflect subjective judgements of the author based on current conditions  at the time of writing and are subject to change without notice.

 

This blog is not intended as legal or investment advice. Any discussion of a specific security or strategy is for illustrative purposes only and should not be relied upon as indicative of such security’s current or future value. Readers should consult with their financial advisors before making an investment decision.

Please Note: No portion of the video content should be construed by a client or prospective client as a guarantee that he/she will experience the same or a certain level of results or satisfaction if WQC is engaged, or continues to be engaged, to provide investment advisory services, nor an endorsement of WQC by a current or past client.

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Invest In Your Life. We’ll Do The Rest.

Discover a new approach to wealth management where your investments, tax preparation, and estate planning services are offered by one team of fiduciary experts, all under one roof, for one simple fee. Wealthquest is a fee-only financial planning and wealth management firm focused on the integration of your life and finances. Regardless of your account size or stage of life, our firm can help.

Cincinnati

50 E-Business Way
Suite 120
Cincinnati, OH 45241

T: 513.530.9700
F: 513.530.9776
info@wqcorp.com

Mon – Thur 8AM – 5PM
Friday 8AM – 12PM
Sat – Sun Closed

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Chicago

2211 York Rd
Suite 210
Oak Brook, IL 60523

T: 630.581.3580
F: 513.530.9776
info@wqcorp.com

Mon – Thur 8AM – 5PM
Friday 8AM – 12PM
Sat – Sun Closed

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Naples

4850 Tamiami Trail North
Suite 301
Naples, Florida 34103

T: 513.530.9700
F: 513.530.9776
info@wqcorp.com

Mon – Thur 8AM – 5PM
Friday 8AM – 12PM
Sat – Sun Closed

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