At Alliant Wealth Advisors, we're proud of what our name stands for. It signifies our commitment to being an ally to our clients and our willingness to partner with our clients' extended networks of specialists to help them achieve all that is financially important to them. Above all, it signifies trust: the trust that we strive to earn by consistently putting the interests of those we serve first.
At Alliant Wealth Advisors, our mission can be explained simply: We sincerely like to help. It's the way the firm's founder, John Frisch, was raised. "Of my two siblings, one is a career missionary, and the other is a career social worker," John says. "I'm a career capitalist, but a helpful one." We look forward to learning how we can help you.
WHO WE WORK WITH
At Alliant Wealth Advisors, our clients are a diverse group that shares a common bond. Whether individuals, families, or businesses, our clients value working with an expert, trusted advisor who can instill confidence, help turn goals into reality and relieve the burden of work and worry.
- We only want to work with you if we can add significant value.
- Our clients are willing to partner with us in all areas of their personal finances, not just investing.
- When you choose Alliant, you should be looking for an advisory relationship that offers ongoing, lifelong support.
Our Rising Wealth Builders
are committed long-haul savers with an eye to building a strong future. You can tell you're one if you're already saving for a stronger retirement nest egg, for buying a home, and for your kids' college costs. We can help you fine-tune your investments, and help you make big non-investment decisions that can impact your finances in a big way.
Our Accomplished Wealth Builders
typically have successful careers, with teenage or young adult children, and sometimes even a grandchild or two. You can tell you're one if you've built up solid assets to prepare for a better retirement and are now anxious to make the right choices that preserve the benefit of all the work you've done so far. Our work is to help you plan your finances and future changes so you have the best shot at a secure retirement, and to assist you with estate planning to provide for your family in the way you want.
Our Wealth Stewards
have the highest level of financial complexity. You may be a business owner, real estate investor, someone with challenging family dynamics, a high level of investable assets, or other complex financial challenges. Most likely, you've reached the pinnacle of a long successful career, and now your concerns lie in making the right choices as you prepare to retire and leave a legacy for your family, maximizing your savings and retirement income.
Our clients span the spectrum in financial complexity, needs, and goals. But one thing they all have in common is they value comprehensive and sophisticated planning that is clear, understandable, and proactive. Here's how Alliant works to make that happen:
Step 1 - Exploratory Meeting: We first meet with you to learn about your values, goals, relationships, the details of your finances, and your current planning situation. We do this so we can create the best possible plan for you that respects all of who you are, not just your finances. You must be willing to do your pre-meeting homework, which involves providing information such as income tax returns, pay stubs, statements, wills, insurance policies, etc. The more forthcoming and open you are, the more accurate and comprehensive our recommendations can be. The information we gather will help us create the most efficient, effective, and risk-proof strategies to help you achieve your financial goals.
Step 2 - Investment Plan Meeting: We present a complimentary investment plan tailored to your situation and goals. The cornerstone of this meeting is the comprehensive investment plan, which outlines your investment goals and describes the strategies that we will use to achieve these goals. In this meeting, we encourage you to ask questions and ensure you fully understand what we're recommending and why to make this plan fully your own. We create this plan at no cost to you because we want to give you an opportunity to evaluate what we have to offer and make the decision about whether we're the right fit for you.
Step 3 - Mutual Commitment Meeting: Once you've had a chance to review the plan, we make the mutual decision to commit to a formal relationship with each other. If we agree to do so, we will take over the work of implementing all the details of your plan. We will also begin monitoring your accoung on a regular basis to identify any opportunities or need for proactive adjustments.
Step 4 - Organization and Advanced Planning: In this step, we proactively devise advanced planning solutions with the help of our robust proprietary software. For Wealth Steward clients with the most complex needs, we also partner with your expert team, including lawyers, accountants, and bankers. Our advanced planning work will cover Wealth Enhancement, Wealth Protection, Wealth Transfer, and Charitable Planning.
Step 5 - Regular Progress Meetings: We will meet regularly to go over how your portfolio is doing and what we've implemented according to the Advanced Plan. We will also talk about things you may have on your plate as to-do's - things we cannot do on your behalf. This ensures that all parts of your plan are progressing smoothly. Of course, we're always available for questions or if you need more information.
Our clients choose Alliant Wealth Advisors because we provide true Wealth Management services with an easy, efficient process. We are uniquely qualified and experienced fiduciary partners who bring the highest level of objectivity and transparency to families and businesses. As true fidicuciaries, we are legally bound to put our clients' interests first at all times. Contact our office today to schedule an appointment. We look forward to meeting you.