We deliver a team of credentialed, experienced, and action-oriented advisors dedicated to helping clients achieve their goals. Our team includes CERTIFIED FINANCIAL PLANNER™ practitioners, certified public accountants, risk management specialists, and attorneys who understand our clients’ needs, benefits and compensation, and outside business interests.
CUSTOMIZED INVESTMENT STRATEGIES
We will strive to identify the best investment options available to help meet our clients’ long-term needs. Our job is not to sell investment products, but instead to help clients select the investments with the highest probability of achieving the outcomes they want.
THOROUGH UNDERSTANDING OF ASSETS
Our team is deeply familiar with our clients’ compensation structures, retirement plans, and outside business ventures. We understand how asset allocation, debt, revenue streams, and investment diversification must work together and align with our clients’ short-term and long-term goals.
Our mission is to provide our clients with the best path to wealth accumulation, retention, and transfer of assets. We do this by creating and implementing strategies tailored to their unique goals.
PRIVATE WEALTH MANAGEMENT
Lin Oeding is aligned with Creative Planning. Investment management is our core service, with $75.6 billion in assets under management as of 03/31/2021, acquired primarily through referrals. We do not experiment with our clients’ money, and we do not invest based on hunches.
CUSTOMIZED FINANCIAL PLANNING
We assemble all the pieces to create a customized plan that will help guide clients in making sound financial decisions that balance short-term and long-term objectives.
We are focused on reducing our clients’ taxes wherever possible. Our team understands clients’ tax needs, their benefits and compensation, and outside business interests. Our team provides income tax consulting and compliance services tailored to clients’ unique needs.
Our team includes an attorney who is experienced in estate planning and asset protection for clients, their compensation and benefits, and outside business interests. We can draft legal documents, assist with outside business interest asset planning, and advise on other legal matters common to our clients.
Our trust administration services provide our clients with professional oversight of their financial, family, and community legacies. Trust administration services include accounting, recordkeeping, tax reporting, compliance, settlement, and distribution. We can also help with charitable giving and foundations.
We take the same approach to our clients’ risk management planning as we do to every other aspect of their financial plan. We provide a thorough needs analysis to craft a customized strategy that helps with proper protection for our clients, their livelihoods, and their loved ones.
We offer 401(k) and profit-sharing consulting services for new and existing plans. These include asset allocation, fund performance reviews and comparisons, investment committee oversight, fiduciary services, investment plan design and employee education programs.