In a recent Financial Advice Survey conducted by an independent research firm, a random sample of 1,000 adults across the country found that Americans lack trust and comfort when it comes to seeking financial advice. Wheeler Financial Services understands those concerns. As a small business, we know the challenges of growing a company while having the financial discipline to raise a family and prepare for the future.
Our process in creating a plan for your financial future begins with an understanding of who you are, personally and professionally. Our goal is to create an atmosphere where our clients feel comfortable and secure. We try to start that process the minute you walk in the door. When you come to consult with us, you will be greeted in our new client room, a room designed with an inviting atmosphere and casual seating. We want you to feel like you are coming to visit a friend when you arrive at the Wheeler Financial offices.
Once you have settled in, Pete and Shannon Wheeler will gather your financial history, discuss your desired goals, and then begin to cast a vision for your financial future. We want to share our strategies with you openly and allow you time to determine how we can partner with you. As professionals, our desire is to devise a financial plan for our clients that allows them to excel and grow both financially and professionally.
We work closely with our clients to form strong relationships and earn their trust. We treat your business as if it was our own.
If you would like to discuss how we might manage your accounting and financial operations while helping you meet your business growth objectives, contact us and we will connect with you promptly.