OMAHA MAGAZINE’S
wealthmanagement WINNERS This year marks the 25th anniversary of Feltz WealthPLAN. This significant milestone is an accomplishment to be celebrated. Among other things, it’s a testament to our team’s ability to successfully assist clients with their financial planning and wealth management needs. Just as our firm has changed in the past 25 years, so have the needs of our clients and, most certainly, so has the economic climate, especially in the past five years. As anyone who watches the markets knows, volatility has become the new norm. That’s why now, perhaps more than ever, the counsel of an experienced team of financial planners, such as the ones we’ve assembled at Feltz WealthPLAN, is vital to growing and protecting our client’s future. Our wealth advisors have consistently been rated among the best in the country, including Feltz WealthPLAN President Todd Feltz being named one of America’s Top 1000 Financial Advisors by Barron’s Magazine in 2012. (America’s Top 1000 Financial Advisors is based on assets managed, revenue, and quality of practice.) Our anniversary year makes this a time to celebrate and reflect, but it’s also a time of transition – for our firm and our clients. Last fall, Feltz WealthPLAN became its own Registered Investment Advisor registered with the Securities and Exchange Commission. Feltz WealthPLAN A Registered Investment Advisor Securities offered through LPL Financial, Member FINRA/SIPC
What is your philosophy on what it means to be a financial advisory practice? Financial Planning, or Return-on-Life, is the heart and soul of Feltz WealthPLAN. The opportunity to guide our clients throughout each phase of their life, helping them prepare for the future provides our greatest satisfaction. What is your practice’s customer service model? Feltz WealthPLAN’s customer service model consists of three distinct teams: Financial Planning, Investment, and Support. Each team specializes in a particular area to ensure clients receive the attention to detail they deserve. Our Financial Planning team is the forefront of customer service; meeting with clients to define their goals and implementing a comprehensive financial plan for their future. The Investment team handles the research, implements the investment models, and monitors the market and economy. Our Support team assists clients through coordination of Vision1* data entry, ongoing transaction coordination, and is a daily resource for clients who have questions or concerns. What is the process your practice takes each client through? Our Vison1 program provides the framework for the Financial Planning process. As we work with clients to gather and enter their current financial information, Vision1 prepares clear, concise reports: • Balance Sheet – Summary of all assets and liabilities • Cash Flow – High level view of cash inflow and outflow • Stress Test – Monte Carlo simulation provides the probability of the plan’s success
Front row, left to right: Jamie O’Brien, Dan Feltz, todd Feltz, Kevin O’mara Back row, left to right: Brent O’mara, Wade Behlen, ryan Feltz
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Feltz WealthPlan
Over 25 years of Excellence
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Withdrawals & Planned Distributions – Gives an indication of portfolio longevity Education Planning – Provides options for meeting educational expenses Estate Planning –Asset distribution and possible tax consequences
As each report is reviewed, it becomes clear as to which areas need attention and which areas are already on track with the client’s goals. Focusing on specific action items makes the financial planning process less daunting and clients are encouraged as appropriate changes are put in place. During appointments, the advisor will review current models and their importance to the client’s overall investment strategy. Our advisors also update their clients on the market outlook and discuss the implications this may have on their financial planning. *Vision1 is a comprehensive system that combines our client’s entire financial information (investments, loans, mortgage, insurance, etc.) into one secure location to enhance their financial planning experience. Vision1 also contains an online vault that stores and protects valuable documents such as wills, trusts, deeds, and passports in a secure electronic format.
101 S. 108th Ave, 2nd floor Omaha, NE 68154 402-333-5448 www.feltzWP.com B2B Omaha Magazine • Winter 2013 43