Let Our Financial Advisors Help You Live Out Your Retirement Dreams
Schedule a Meeting With Brian Cannon or Call 877-346-7567
Welcome to Wealth Personal
We’ll Plan for the Whole Journey, Together.
Wealth Personal is an end-to-end map of your financial future and how to navigate what’s ahead. It’s our team’s process that makes the magic along the way, accommodating your style with the right level of detail and communication you deserve.
Step 1: Discovery
- Start with your goals & values
- Establish what you need from an advisor
- Map out your current financial picture
Step 2: Strategy
- Evaluate what is needed to reach your goals
- Review of red flags and opportunities
- A strategic plan to get you where you want to go
Step 3: Implementation
- Organize accounts to goals-based investments
- Complete additional planning areas
- Establish our plan for communication and connection
Start By Knowing Where You Are
Knowing your Financial Profile can help you decide the next steps on your wealth journey.
Don’t know where to begin? Start by understanding where your current plan is
strong and where there’s opportunity for improvement.
What Can
You Expect?
We’ve built a custom financial planning experience that meets you where you are.
- A Values-Driven Financial Strategy
- Solutions for Turning Assets into Income
- Confidence about Your Retirement Future
- Clarity to Make Today’s Decisions
Wealth Personal is about family
Find a Wealth Personal Location
The place to build your future is right down the road.
Elk Rapids, Michigan
212 River Street
Elk Rapids, MI 49629
Office: 877-346-7567
Fax: 231-264-8488561-329-2650
brian.cannon@wealthpersonal.com
