Building Enduring Wealth
At the Pienkosz Financial Group of Wells Fargo Advisors our relationship-driven approach helps set us apart by making your values, ambitions, and family dynamics the foundation of our work together.
Unlike traditional advisors who often focus on reaching specific investment thresholds, we emphasize genuine collaboration and understanding. We invest the time to learn what matters most - whether it's securing your retirement, supporting a special needs family member, managing risks, or creating a lasting legacy for future generations.
Our comprehensive life planning checklists cover key areas such as retirement planning, insurance and risk management strategies, along with strategies for passing wealth to future generations. In addition, we pay special attention to planning for unique needs of families with disabled or special needs children.
This Includes helping create tailored strategies for long-term care, establishing supplemental needs trusts, helping coordinate public benefits, and helping to ensure your legacy provides financial confidence and support for your special loved one throughout their lifetime. This personalized process helps ensure your financial strategy aligns with your unique life story, helping provide clarity and confidence as you work toward lasting financial success.
We start by discussing your financial gaps, current needs, dreams, and how you might support family members with special needs, or disabilities. For example, we may look at funding long-term care for a child with a disability or creating a trust for an aging parent. Caring for loved ones with special needs can place a financial strain on families.
Utilizing Wells Fargo Advisors' resources, we help build a flexible plan that we adapt as your circumstances change. Our "what if" modeling helps prepare for unexpected needs, and together, we review options and adjust accordingly to help you stay in control of your financial journey.
Our goal is to provide a clear roadmap as you strive for financial success while helping those who matter most along the way.
As life’s circumstance allows, we find it common for our analysis to involve an outlook on one’s future that is significantly different from today – whether your intent includes charitable giving; a community legacy that may outlive you; or simply wealth left to the next generation, particularly for any special loved ones in your life – we suspect that your future will likely be no different.
Fortunately, our process includes a glidepath to potentially addressing your concerns and more, so we look forward to engaging with you about:
- Addressing your questions surrounding life concerns for a special family member.
- Fostering your desire to significantly give back to the community.
- Helping your family talk about inheriting wealth.
- Advising the next generation of your family.
A depth of advice
This means you are working with a knowledgeable, qualified professional team – backed by the depth of resources from Wells Fargo Advisors – who are solely focused on your life needs and those of your loved ones, while simultaneously helping you realize your financial aspirations.Our advice involves a disciplined investment management and a communication process that allows for personalized investment planning designed to not just help you meet your essential needs, but ultimately to help fulfill your dreams and personal ambitions.
Personalized solutions
Our comprehensive offering of investment services can help you manage your wealth by addressing most aspects of your financial life.Putting Your Plan in Motion!
Once we have identified your goals together, we then recommend an investment model that supports your objectives. We can also "stress test" and re-age your investment portfolio as needed when you modify a goal, or your life circumstance changes.
Ultimately working with our team works to help allow you to have clarity and confidence, particularly should there be a special someone in your life that we also have helped plan for their lifestyle continuation and unique needs!