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Welcome to Shakespeare Wealth Management, Inc.
The services that we provide include:
• Income Planning • Retirement Planning
• Insurance Reviews & Analysis • Estate Planning
• Tax Planning • Charitable Planning
• Succession Planning • Investment Management
Shakespeare is focused on becoming the Primary Financial Advisor for our clients’ needs. The benefit to our clients is in having an advisor who understands every aspect of their finances, and can therefore make better decisions and provide more accurate feedback regarding their personal situations. We will work with our clients’ existing advisors to ensure their financial situation is maximized.
Our website, www.ShakespeareWealthManagement.com, provides timely articles and information. We have provided a link to the Charles Schwab website so clients are able to access their accounts from our site.
Our monthly Newsletters, ‘From the Desk of Shakespeare,’ will be posted on this site by the 5th day of each month. You will also find our favorite Financial Calculators, important Financial Website Links, Stock Quotes and Financial Market Updates. We hope our site becomes the first place you turn for financial information. Please take time to visit our website and offer feedback and suggestions for improvement.
We continue to work with our clients on their Client Roadmap to ensure that we stay on course with their Financial Plans. Client input and involvement in planning this Roadmap is critical to their success.
We have been utilizing Exchange Traded Funds (ETFs) as the primary means of handling investments. ETFs are fundamentally a better investment vehicle than mutual funds because they are Cost Effective, Tax Efficient, Liquid, Transparent, and Diversified. In the world of investing, the investor who minimizes cost and taxes has a better probability of success, and ETFs provide this. To learn more about the benefits of ETFs, please give us a call.
In addition to using ETFs to manage funds, we have access to Third Party Institutional Investment Managers that we can use on our clients’ behalf. This addition broadens our investment scope and will help us to consolidate our clients’ assets in one location. By consolidating assets we are better able to monitor overall asset allocation, tax situation, income sources and investment returns. We look forward to talking with you about this exciting program.
We provide our clients with a ‘Financial Organizer,’ which is a binder designed to organize all of their financial records in one location. This binder will help answer the question, “What did I do with those important papers that Kevin keeps asking for?” It will also help in times of crisis to find important information quickly.
We also plan to host our 1st annual Appreciation Event for the clients, colleagues, and friends who have helped us grow throughout the years. The goal of the event is to come together for fun, fellowship, and a little bit of financial information. We also hope to recognize a few people that have made a difference in our growth and development. Stay tuned as we plan this event.
Shakespeare has been able to grow thanks to the help and support of clients, colleagues, friends, and associates. We pause to say ‘Thank You’ for the trust and confidence you have placed in us. As our tag line says, we look forward to ‘Earning Trust & Exceeding Expectations by Putting Clients First’.
Sincerely,
Kevin M. Reardon
President
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