At True Wealth Stewardship, we believe the secret to living a full and meaningful life can be found by answering the above question. At some point in life, it becomes a matter of creating and preserving the wealth necessary for you to feel financially confident and better positioned to make smart financial decisions.
As our client, we strive to help you define what True Wealth means to you. By taking the time to share meaningful discussions, focus is drawn upon your life goals, your core values, and the legacy you may wish to leave behind. Once "True Wealth" is defined, we begin the process of creating a holistic plan that will serve to align your finances with your values to best work towards the desired outcomes.
As our client, we strive to help you define what True Wealth means to you. By taking the time to share meaningful discussions, focus is drawn upon your life goals, your core values, and the legacy you may wish to leave behind. Once "True Wealth" is defined, we begin the process of creating a holistic plan that will serve to align your finances with your values to best work towards the desired outcomes.
Services
Understand how the integration of your goals, risk tolerance, and access to your money determines your investment strategy. Understand that your life changes - Remain current through regularly scheduled meetings with your advisor. We believe that with a disciplined savings program and the development of an emergency fund, smaller risks can be covered out-of-pocket.
We begin with an in-depth inventory of your available and expected financial resources and assets. We help you assess True Wealth and work to understand how you might want your available and expected resources to serve your Vision of the future and your True Wealth. Once your objectives have been established, researched, and analyzed, we work with you to co-create a plan that is tailored to help you pursue your specific challenges and goals.
Sean grew up in a small town in Upstate New York, obtained a degree from Canisius College in Buffalo, NY, and then arrived in Iowa City in 1989 for graduate studies in Exercise Science and work as a Certified Athletic Trainer. Craig Adamson has advised individual and business clients since 1996. LPL Financial is the largest independent.
Manage personal affairs while you're alive and control the distribution of wealth upon your death. A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events. Create an investment strategy that's designed to pursue your risk tolerance, time horizon, and goals.
Where will your retirement money come from? If you're like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.
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