Who is Retzlaff Wealth Managment?
We are focused on transparency, honesty and accountability. Our approach is relationship based and puts the client's interests first
Retzlaff Wealth Management, LLC (RWM) is an independently owned financial services firm. Our clients are often looking for a credible alternative source of advice as compared to the major insurance and financial corporations that may be focused on selling their products or the products of their financial partners. As an independent organization, we have access to all the resources of larger firms while providing unbiased advice without the potential conflicts of interest often present within larger broker dealers.
We believe in partnering with our clients' to help them achieve their goals and realize investment success. By aligning our success to that of our clients portfolios, our clients can be certain that our interests are directly tied to their own. If they grow, we grow (not the other way around).
The first stage of a relationship involves taking the time to listen and understand your story; what you have done up to this point, what are your goals for the future and what makes you financially comfortable. We will then look at how RWM might best bring value to the relationship.
Under your direction, we will analyze your current financial situation and suggest potential areas of improvement or change.
As part of your financial/retirement planning process (at your discretion) we will look at your personal income statement and balance sheet and begin to map out a strategy to secure your financial and retirement income needs.