THE
WEALTH ADVISORS of OMAHA
special advertising section
Mark Egermier CFP®, Cayleigh Schow, Mike Egermier CFP®, Jake Rehder CFP®, Jerry Egermier CFP® & Debbie Egermier
Egermier Wealth Management Group WEALTH ADVISORS
What is your philosophy on what it means to be a Financial Advisory Practice? We feel a deep sense of
responsibility, specifically when we’re talking about managing our client’s wealth. By the time we have gone through our goal setting, planning, and investment management process with clients, we not only have a comprehensive picture of their financial situation but a clear understanding of what drives their lives. We listen for financial concerns, analyze their individual situations, propose realistic financial strategies, and will continually monitor the progress toward their goals. Our services are offered in a transparent, cost effected manner by four CERTIFIED FINANCIAL PLANNER™ professionals. What is the process through which you take each client? As CERTIFIED FINANCIAL PLANNER™ practitioners,
we have built the six step financial planning process into our practice. We begin each of our client relationships with a complimentary consultation to gather our client’s information and to establish goals and objectives. We then analyze their current financial situation and develop a financial plan based on the client provided information, our firm’s current research and expertise, while using their goals as a compass. We will then present them with the plan and discuss our investment management recommendations. After the plan is in place, we continually monitor and assess it to ensure that it remains aligned with our client’s unique needs. Securities and Advisory Services off ered by LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. Award based on evaluation of twenty diff erent practice categories such as experience, credentials, assets under management, fee structure, and philosophy among other factors. EGERMIER WEALTH MANAGEMENT GROUP 15606 ELM ST., STE. 103 OMAHA, NE 68130 OMAHAFINANCIALCONSULTANTS.COM
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omaha magazine • best of omaha 2015
(L-R) Michael J. Bagley, CFP®, Stephen C. Ethen, CFP®, CRPC®
Ethen Bagley Group of Merrill Lynch WEALTH ADVISORS
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HAT IS YOUR PHILOSOPHY ON WHAT IT MEANS TO BE A FINANCIAL ADVISORY PRACTICE? Our team’s focus is to help simplify
our clients’ lives in an increasingly complex world. We offer wisdom, as well as information, so that our clients can make informed decisions regarding their financial affairs. We consider it a privilege to serve as trusted advisors and to provide quality, unbiased information, and assistance. WHAT IS THE PROCESS THROUGH WHICH YOU TAKE EACH CLIENT? Each prospective client is taken through a series
of meetings. The first is a discovery meeting where we gather information and gain an understanding of their goals, timeframes, and risk tolerance. This is followed up by an Investment Proposal/Financial Plan meeting. When the client indicates they are ready to proceed, we schedule a mutual commitment meeting where we complete all paperwork and agree to each party’s roles and responsibilities. Once accounts have transferred in, we follow up with an on-boarding meeting where we explain how to read the statements, log in to the online account access, and help them organize all of their financial affairs. Finally, we schedule the periodic face-to-face account/ plan review, which for most clients is semi-annually. In between meetings, clients can expect monthly calls, monthly newsletters, and periodic client educational events throughout the year. ETHEN BAGLEY GROUP OF MERRILL LYNCH 13321 CALIFORNIA ST. OMAHA, NE 68154 402-496-5192 FA.ML.COM/ETHEN _ BAGLEY _ GROUP