Your Preferred
Local Partners
The ETS Wealth Management Team
Why Choose Us?
Transparency
Trust and transparency are the foundation of a strong financial advisory relationship. That’s why you’ll always have clear access to your evolving retirement income strategy. With smart technology and easy-to-access reports, you’ll always know where you stand—no surprises, just a plan built around you. Our firm provides Generational Vault®, a secure online portal with 24/7 access to your important documents.
Fiduciary
Finding a trusted financial services professional is an important element of your retirement strategy. Providing you with a fiduciary level of service means we are legally bound to always do the right thing for you by offering strategies that serve your best interest and act with transparency.
Technology
We feel the retirement challenges you face today are more complex than those faced by previous generations, but technology can help make managing and organizing your retirement easier. Our office utilizes Generational Vault®, an online portal accessible through our website. It contains tools to help make decisions appropriate for you. It also serves as the vehicle to document and record decisions made, ensuring transparency.
Schedule Your Complimentary Meeting!
Schedule a Complimentary Meeting Today to receive a copy of our book!
Our 5 Step Process
Five-Step Retirement System
With the continued loss of traditional pensions, the rising cost of healthcare, and economic upheaval, the average American can often feel like they’ve been left to navigate retirement on their own. But the truth is you don’t have to do it all by yourself.
Our approach to creating a retirement strategy. It utilizes a five-step system that’s guided by three hallmarks of our company: fiduciary, transparency and technology.
1
Getting to Know Each Other
Our first meeting is a relaxed conversation focused on understanding what matters most to you and your family. It’s also your chance to learn about our values, approach to investment management, and retirement income planning. We’ll discuss your financial goals, concerns, and expectations—laying the foundation for a strong, long-term relationship built on trust and transparency.
2
Analysis & Your Financial Blueprint
Our team conducts a detailed analysis of your current investments and financial plan, providing key insights through valuable reports, including:
– Consolidated Net Worth Report
– Social Security Maximization
– Investment Portfolio Stress Test
– Income for Life Report
We’ll introduce tailored strategies designed to protect your assets in downturns while capturing growth in uptrends. You’ll also see a high-level retirement income plan—giving you clarity on what’s needed to achieve your goals or confidence that you’re on track.
3
Plan Options & Implementation
We’ll present multiple plan options tailored to your financial goals, risk tolerance, and income needs, each using different strategies to achieve your objectives. Together, we’ll review and select the plan that fits you best before beginning implementation.
By the end of this meeting, you’ll gain peace of mind, knowing your retirement is on the right path—so you can relax, enjoy life, and focus on what matters most.
4
Plan Delivery & Ongoing Management
This is an exciting milestone—the result of detailed analysis, collaboration, and planning. You’ll receive your written Retirement Income Plan, designed to give you confidence and peace of mind throughout retirement.
We’ll review your plan, answer any questions, and provide your Personal Financial Binder to keep you organized. Since retirement planning is an ongoing process, we’ll also outline our commitment to regular meetings to keep your plan up to date.
5
Family, Fun & Community
We believe strong relationships create a fulfilling life—and that includes having fun and giving back. When you become part of our Client Family, we focus on nurturing that relationship beyond financial planning.
Some of our most cherished moments come from hosting Client Appreciation Events and E.T.S. Wealth Management Galas, where we enjoy great food, fun, and fellowship—creating lasting memories with those we serve.
Schedule Your Complimentary Meeting!
Schedule a Complimentary Meeting Today to receive a copy of our book!