PREMIER WEALTH ADVISORS
special advertising section
(L-R) Shelley Welton, Registered Client Associate, Craig D. Korkow, CFP®, CRPC®, Sam Jorgenson, CRPC®, Financial Advisor
Korkow & Associates of Merrill Lynch 13321 CALIFORNIA STREET, SUITE 200 OMAHA, NE 68154 402-496-5127 WWW.FA.ML.COM/ KORKOW _ ASSOCIATES WHAT IS YOUR PHILOSOPHY ON WHAT IT MEANS TO BE A FINANCIAL ADVISORY PRACTICE? To us, it means being consistently recognized as an essential partner in our clients’ fi nancial lives by delivering goals-based investment management and wealth planning services with the highest level of quality and integrity. We utilize our goals-based approach through an extensive range of services, based upon our clients’ objectives, and integrate our approach by bringing to light the emotional side of life’s balance sheet. To be a reliable fi nancial advisory practice, we connect with our clients and act as their personal CFO, while always working hard every step of the way. WHAT IS THE PROCESS THROUGH WHICH YOU TAKE EACH CLIENT? Through a broad range of discussions, we fi rst assess their unique situation at hand in order to establish realistic goals and
the strategy by which to reach them while employing particular emphasis on wealth preservation, tax minimization, and risk minimization. We help identify and define specific goal components such as target value, time horizon, risk tolerance, and priority for each goal at hand. Together, in the context of their full set of goals, we then implement appropriate solutions. Once a plan has been put in place, we continue to revisit concerns and goals periodically with our clients to track progress toward their desired outcomes, even as life situations change. CRAIG D. KORKOW, CFP®, CRPC®
Craig D. Korkow is principle of Korkow & Associates and is a Senior Vice President-Wealth Management with Merrill Lynch, Omaha, NE. After graduating Summa Cum Laude in Economics from South Dakota State University and leaving the US Army as a Captain, he joined Merrill Lynch in 2000. Craig specializes in retirement planning for organizations and individuals. Craig is a Teammates mentor, member of the Knights of Aksarben RCR board, and Founder of the Rough N’ Ready Challenge Rodeo for Children with Special Needs.
(L-R) Kandis Schissel, CFP, CRPC, Daniel Slattery, CRPC, Peggy Fehncke, CRPC, Stephen Hruby, CIMA
Slattery/Hruby Group of merrill lynch 13321 CALIFORNIA ST. OMAHA, NE 68154 402-496-5132 FA.ML.COM/SHGROUP WHAT IS YOUR PHILOSOPHY ON WHAT IT MEANS TO BE A FINANCIAL ADVISORY PRACTICE?
The Slattery/Hruby Group provides wealth management services to affluent families and trusts. We help clients articulate their goals, then guide them with appropriate strategies for investments, lending, wealth transfer, and philanthropy with particular emphasis on tax minimization and wealth preservation. By formally reviewing and understanding a client’s total assets and liabilities, we are able to develop customized solutions to address their unique needs and challenges. For clients, we seek to have a profound impact on both their financial and personal lives. Our ultimate responsibility is to help clients achieve their aspirations for themselves, future
generations, and their communities. Within that effort, we provide the personal attention and high level of service that significant wealth warrants. DESCRIBE YOUR PRACTICE’S INVESTMENT PHILOSOPHY:
We apply a comprehensive wealth allocation framework to a client’s balance sheet. In the simplest form you could state it as Risk Allocation precedes Asset Allocation. The framework process enables clients to construct appropriate portfolios allocating all their assets, featuring the home, mortgage, and market investments. The resulting frameworks are designed to meet client needs and preferences. The framework brings together Portfolio theory with aspects of Behavioral Finance to overlay a client’s risk exposures onto their balance sheet. The application of our investment philosophy is typically executed within an Advisory relationship.
omaha magazine • november/december 2014
55