Meet Barbara. Like many of you, she’s an executive. Along with her husband William, she’s looking forward to a great retirement.
Concerns about the Future
Barbara has spent a lot of years working for other people, and making sure her employees and their families were always treated well. She doesn’t regret a moment - but now it’s time for her to make sure William and her family are taken care of.
Retirement is just around the corner. It’s coming up faster than they thought!
Now it’s about making sure her family doesn’t have to compromise their quality of life as they make this transition. She worries about their retirement income, deferred compensation, stock options, strategic tax-planning, healthcare and more. They both want to travel, spend more time with friends, and spoil the family as often as possible! What they need is an advisor who can help them coordinate all the right decisions to help them build the future they want.
Setting Clear Priorities
Their top priority is probably similar to yours: they want to preserve and grow what they have now, in order to create a good monthly income for their future. After all, they’ve spent their lifetime accumulating it, and don’t want to take unnecessary risks.
Their other priority is to use their time wisely. As we all know, life seems to go by faster each day. They don’t plan on wasting their valuable retirement years being their own ”financial quarterback.”
The Value of Coordination
They need someone who has years of experience coordinating a client’s financial, legal, insurance, and tax needs. Someone they can feel secure with, who understands all the aspects of their unique situation and that strategies are in place if something should happen to one of them.
The Importance of Trust
There’s nothing more important than having a thoughtful advisor that you know and trust. Working with Lineweaver Wealth Advisors and Lineweaver Financial Group is like having a team of advocates – a sounding board – who help consider every important financial decision from every possible angle. The best part is that we offer all these services and professionals under one roof, and believe that personal service is the cornerstone of a great relationship. We believe our clients should be able to speak with a person whenever they need to – not an answering service or automated system.
Considering Lineweaver
We hope you’ll take some time to learn more about our wide array of services, our commitment to personal client attention, and our many educational resources.
Lineweaver Financial Group, LLC. The Answers You Need. Since 1993.
Barbara and William are fictitious persons and their case is hypothetical. Case studies are intended to illustrate the types of financial issues faced by actual clients. They should not be construed as a testimonial for or endorsement of Lineweaver Wealth Advisors. They do not represent the experience of any advisory client. Each client’s situation is different, and their goals may not always be achieved.
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Case studies are intended to illustrate the types of financial issues faced by actual clients. They should not be construed as a testimonial for or endorsement of Lineweaver Wealth Advisors. They do not represent the experience of any advisory client. Each client’s situation is different, and their goals may not always be achieved. Lineweaver Wealth Advisors, LLC, is not engaged in the practice of law or accounting. Tax information provided is general in nature and should not be construed as legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation. Tax rules and regulations are subject to change at any time.
Crain's Cleveland Business is a print and online newspaper delivering local business news and information to Cleveland's business executives, which is published by Crain Communications Inc. The Crain's 2024 list may employ different methodology than described above for similar designations granted in other years. No clients were consulted and no fees were paid to determine the winners; the award is based on assets under management. Neither the participating candidates nor their employees pay a fee in exchange for inclusion on Crain's 2024 List. However, recipients may pay a fee to Crain, an affiliate, or an unaffiliated third party in exchange for plaques or article reprints commemorating the designation. The publication should not be construed by a client or prospective client as a guarantee that they will experience a certain level of results if the recipient is engaged, or continues to be engaged, to provide investment advisory services; and should not be construed as a current or past endorsement of the recipient by any of its clients. Lineweaver Wealth Advisors was ranked in the Top 25 of Crain’s of Cleveland’s annual list of Registered Investment Advisors. The award is based on assets under management in the years 2024. In 2023, Lineweaver Wealth Advisors was ranked in the Top 15 of Crain’s of Cleveland’s annual list of Registered Investment Advisors. The award is based on assets under management in the years 2023. In 2021 and 2022, Lineweaver Wealth Advisors was ranked in the Top 20 of Crain’s of Cleveland’s annual list of Registered Investment Advisors. The award is based on assets under management in the years 2021 and 2022 respectively.
Nominees in the Top 100 Magazine selections are not required to pay a fee for consideration. Individuals appearing in half and full page editorials, have paid a fee for additional exposure. Candidates for consideration are selected utilizing proprietary software. Top 100 Magazine analyzes the results before making their final selections. Financial Professionals and/or wealth managers must also met the following criteria; 1. Be registered with the SEC as a registered investment advisor or a registered investment advisor representative; 2. Have no more than 1 filed complaint with a regulatory agency; 3.Never been convicted of a felony. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the Financial Professional by any client nor are they representative of any one client's evaluation. Participants for the Top 100 in Finance appearance were reviewed in 2022, and recognized in March of 2023. Lineweaver Financial Group appeared in Money magazine in 2015, Fortune Magazine in 2016, WTAM 1100 in 2018, Forbes in 2020, Channel 5 in 2020, and Top 100 in Finance in 2023.
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