Broker Check

Philosophy

At Wiora Retirement Strategies (WRS), we believe there can be a "Wonderful Life" waiting for you in retirement.

We bring expertise about saving, investing, retirement planning, retirement income, taxes, and insurance to the table. But expertise is only useful if we have a great relationship with our clients. Here's how we strive to develop that relationship:

  • We work to earn and keep your trust. You may share more personal information with your financial advisor than with almost any other professional you work with. Certainly, the more you share, the better your financial road map will meet your needs. We understand that earning and keeping your trust is imperative for your best long-term outcome.
  • We provide you with education to help you make informed decisions. It is important that you understand the ins and outs of investing—especially how it relates to both short and long term needs and wants. As you become more aware of how your current life style can change or remain the same, you will also begin to see how each decision you make will affect your ability to attain longer-term goals and ultimately your retirement. WRS is dedicated to helping you understand the changing landscape of planning, investing, tax, and other issues affecting your goal choices.
  • We will help you gain financial confidence. You don’t have to know the difference between a REIT (Real Estate Investment Trust) and an ETF (Exchange-Traded Fund). When you work with us, we’re happy to explain them or any other options you may have. If you’re not interested in the details, that’s okay, too. Some clients want to take a more hands-on role in the investment process; some have other interests they’d rather pursue. Either way, our goal is to be sure you sleep easier at night, secure in the knowledge that your money is working for you as planned.