Cole Stichler, President of Stichler Wealth Management, started the firm with a vision and passion for providing realistic, straight forward financial planning and wealth management advice. We strive to provide an experience that is new, enlightening, and interactive. Comprehensive Financial Planning is the goal for the advisors of our firm to provide to our clients. Below are some of the major categories that we will address with you during the planning process:
•Retirement Planning
•Investment Management
•Risk Management
•Estate Planning
•Tax Friendly Investments
•Alternative Investments
•Retirement Income Planning
•Our Investment Process
One main difference you will learn when working with our firm is our "Investment Process" and philosophy. We differentiate ourselves by adding alternative investments to our portfolios. The goal by adding these investments is to reduce the volatility, provide non-correlation to the publicly traded markets, and the potential for predictable income. These can be a way to diversify and complement the rest of your portfolio. Contact our office if you would like to discuss these type of investments in more detail. Thank you again for visiting us, we hope you become a regular visitor to our page. As always, please contact our office with any questions and/or if you would like to setup a time to visit. Registered Representative, securities offered through Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Investment Advisory Representative Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Stichler Wealth Management are separate entities. This communication is strictly intended for individuals residing in the states of NE, IA, SD, CA, and NV to conduct securities business, and if applicable, as an investment advisor. No offers may be made or accepted from any resident outside the specific states referenced.
