Seth A. Wheeler, CFP - Financial Planner

According to a Northwestern Mutual/Forbes survey, only 34% of business owners have a fully formed succession plan.

Have you considered how your business will endure without you? Connect with me to discuss your exit strategy today.

"Everyone deserves the opportunity to achieve their dreams and retire with dignity through expert financial advice"

Guide to Business Succession Planning According to a Northwestern Mutual/Forbes survey, 74 percent of business owners want to take steps to ensure their businesses live on long after they’re no longer running them.

If you’re thinking about spending your retirement overseas, we can help you create a plan for that.
"Everyone deserves the opportunity to achieve their dreams and retire with dignity through expert financial advice"

Retiring Abroad: 5 Steps to Take Before You Pack Your Bags Retiring overseas may help you stretch your retirement nest egg, but you’ll need to weigh these pros and cons first. Here’s what to consider before you retire abroad.

Stop putting off that thing you keep talking about doing. Reach out so we can make a plan to help you do it in 2023. I believe that everyone deserves the opportunity to achieve their dreams and retire with dignity through expert financial advice.

2023 Financial Resolutions These are great 2023 financial resolution ideas. Make this the year you make a financial plan to do the things you want, now and in the future.

You should spend some now. But this is also a great time to tackle some financial goals.

"Everyone deserves the opportunity to achieve their dreams and retire with dignity through expert financial advice"

7 Smart Ways to Spend Your Year-End Bonus It can be tempting to spend your year-end bonus right now, but there’s more you could be doing with your yearly windfall.

Reach out if you have questions about mapping your financial plan for the coming year and posture yourself for retirement. I believe that everyone deserves the opportunity to achieve their dreams and retire with dignity through expert financial advice.

8 Financial Quick Wins to Start the New Year Right These quick and simple money tasks won’t take up a lot of time. But the impact on your finances will last all year.

High inflation is getting a silver lining.

Starting in 2023, the limit on contributions to retirement accounts like 401(k) and 403(b) are increasing by 9.8%, from $20,500 to $22,500. IRA limits are rising by 8.3%, from $6,000 to $6,500. I can show you how these increases can impact your financial plan. Message me to get started.

Reviewing your 2022 finances with me before the end of the year can help you hit the ground running in 2023. I’ll take you through a checklist that includes potential tax reductions and maximizing retirement contributions—all to give you peace of mind for your life next year and in years to come. Message me to get started.