What to expect when you work with us

We believe success is measured not just by your financial well-being, but by how confident you feel about your future. Our clients are accomplished individuals, including professionals and business owners who have worked hard to create significant assets. If you are like them, you will want to secure the financial future you deserve.

The core of our business is 1:1 financial advice. We develop a personalized plan based on your goals and needs. We do regular reviews of your progress and investments. In addition to comprehensive financial planning, we specialize in:

• Small business planning

• Divorce financial planning

• Estate settlement

Whether you want financial planning for yourself and your family; are running a business, facing a divorce or settling an estate; the task of managing these situations can be overwhelming.

Every client is important to us. Over time, we’ll work together to help you achieve what matters most.

Click here to view Feldmeyer Financial Group video.

Understanding what's important to business owners

For many people, owning your own business is an American dream. But managing your own business takes a lot more than hard work. You need a plan — one that addresses both business and personal financial goals. I specialize in helping business owners:

• Implement proactive tax reduction strategies

• Evaluate which type of retirement plan makes the most sense

• Plan for business succession

My team will create an integrated financial plan with solutions tailored to meet the needs of you, your family and your business. For help making confident financial decisions for your small business, contact my office.

Click here to view my video on small business planning.

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Gauge your retirement readiness

Our 3-Minute Confident Retirement® check can help you start finding the answers to your questions. Gauge your retirement readiness and see where you stand.


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2019 market outlook

Market volatility is a natural characteristic of investment markets. Ongoing communication with your advisor can help ensure you have the personalized financial advice you need to maintain a well-diversified portfolio regardless of market conditions. (2:17)