Ward C. Wenholz

It is nearly impossible to develop the correct solution when you are having the wrong conversation.

I believe there is more opportunity to serve my clients by helping them avoid the losses than by picking the winners.

By helping my clients be more efficient, I can help them find the money necessary to answer the four toughest financial questions.

  1. What rate of return do you have to earn on your savings and investment dollars to be able to retire at your current standard of living and have your money last through your life expectancy?
  2. How much do you need to save on a monthly or annual basis to be able to retire at your current standard of living and your money last until life expectancy?
  3. Doing what you are currently doing, how long will you have to work to be able to retire and live your current lifestyle until life expectancy?
  4. If you don’t do anything different than you are doing today, how much will you have to reduce your standard of living at retirement for your money to last to your life expectancy?

Do you need help planning for your financial future? Reach out to me at (406) 728-4740 or ward@wardwenholz.com.

Financial Services offered through First Advisors National Investment Advisors