Ruedi Wealth Management is a team of financial planners in Champaign, Illinois. We firmly believe the presence or absence of a written financial plan will ultimately determine success or failure in retirement.
We work with clients to understand their most important goals and develop financial plans that put them on track to achieve them!
Our Financial Planning Process
Initial Consultation
We get to know you, your personal financial situation and your retirement goals. We collect the necessary information and build a personalized financial plan designed to help you achieve your most important goals. We provide you with multiple options and let you choose what works best for you.
Implementation
Once we have landed on a plan, your Champaign, Illinois financial planner takes care of the implementation. We set up the necessary accounts, manage your assets accordingly, and make sure your money is available when you need it.
Monitoring and Adjusting
Our team of advisors will constantly monitor your plan to ensure you stay on track to achieve your goals. If you aren’t, we quickly let you know what adjustments we can make to get you back on track.
Let us help you create a financial plan that will help you achieve your most important retirement goals. We do the work; you sit back, relax, and enjoy your retirement!
Our commitment to providing comprehensive financial planning services runs deep. Our financial advisors strive to continually educate themselves about financial planning issues by pursuing professional designations such as the CERTIFIED FINANCIAL PLANNER™ certification and Retirement Income Certified Professional® (RICP®) designation.
Schedule a free consultation with one of our financial planners in Champaign today!