A Quick Start to Your Wealth Management Plan

Prioritizing Financial Success

Planning your financial future entails listing out goals, wealth resources, life events, and risk profiles to customize a plan that works best for you. At Old National Wealth Management we take a personalized approach to understanding your needs to help you create a roadmap for the years ahead. Our secret to ensuring financial success – placing your interests ahead of our own.

Planning helps you reach your goals

Planning for your future starts with laying the foundation today. It is well known that a financial plan should be a strategic mix of personal goals and market expertise. More importantly, establishing this upfront can help you achieve your wealth goals, and the most effective plans start with asking yourself smart questions. You provide us a little information about your concerns, expectations, and financial goals, and we will use the latest financial planning tools to help identify optimal ways to achieve them.

Just a few basic questions can get your plan started.

• When were you born?
• What year do you plan on withdrawing from your assets?
• How much do you plan on withdrawing each year?
• What is your marginal and average tax rate?
• What is your risk profile on a 1 -10 scale (10 being more risk)?
• What percentage of your investments are currently in stocks?
• And how much of your investments are in retirement accounts?

All these factors help us tailor a plan for building wealth over time, or simply adjusting how you're managing your current assets. By working together, you help us – help you. Contact an Old National Wealth Management Officer today to explore your options.