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Siligmueller & Norvid Wealth Advisors - Second Opinion on Finances and Investments
1.
II. Clear GuidanceI.
Consultative Approach FOR SILIGMUELLER AND NORVID’S USE ONLY. NOT FOR USE AND/OR DISTRIBUTION TO THE GENERAL PUBLIC. • In depth questions and active listening to understand client’s goals • Significant experience in a variety of money-related issues • Ability to leverage resources and collaborate results in a comprehensive focus • A clear, goal-based approach creates tailored portfolios • Straightforwardness and always putting ourselves in our clients’ shoes • Clear recommendations presented in an easy, educational format • High staff to client ratio promotes accessibility and responsiveness • Diligent, forward-looking monitoring of clients plans • Tailored investment and wealth plan is developed Seek a second opinion on your finances and investments. We’re ready to take a fresh look at your finances. Siligmueller & Norvid Wealth Advisors will act as a sounding board and provide independent unbiased advice. You can then have the freedom to act on our recommendations as you see fit, with peace of mind. Contact Steve Norvid (snorvid@siligmueller.com) at 630-793-9642 to schedule an appointment. Siligmueller & Norvid Wealth Advisors is a Chicagoland-based Financial Planning and Investment Management firm serving a select group of high net worth individuals and families. Our mission is to become an essential partner to our clients by helping pursue their vision of financial success through expert, independent advice delivered at a reasonable fee. Our commitment to this mission is defined by three core elements, which represent the reasons clients choose us… III. Personalized Service Benefit: A feeling of comfort for our clients knowing they have an advocate for their financial goals Benefit: A feeling of confidence that comes from our clients having clarity in their financial lives Benefit: Peace of mind that comes from preparedness for any financial challenge or opportunity 586 Duane Street, Suite 202, Glen Ellyn, IL 60137 I 630 793-9642 I www.siligmueller.com © 2015 Siligmueller & Norvid Wealth Advisors. Steve Norvid, CFA® Dale Siligmueller, CPA® Several examples of issues facing our clients and the advice we provided follow: • Dave and Betty had a sizeable investment portfolio, but too many accounts and holdings (current and former employer 401(k)s and brokerage accounts). We consolidated accounts/holdings, eliminated inappropriate holdings, transitioned to a risk- based investment mix, and substantially lowered the cost for both the investments and the advisory fees. • Bob, in his late 50s, was given an early retirement package by his employer. He was not sure whether to take the annuity or the lump sum option. After reviewing his options in the context of his other investments, we helped him select an appropriate combination of annuity income and lump sum to invest for growth. • Susan was recently divorced and her husband had handled the financial issues for their family. She was very worried about her finances and concerned that she might need to sell her home. We were able to consolidate her accounts, develop a budget for income and expenses, transition her investments to meet her income needs while managing risk, and create a long term plan allowing her to remain in her home and maintain her lifestyle.
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