Corrigan Wickman Advisory

As The Small Business Owner – Vision for the Next Generation

•         Does your business have value to your customers and clients that should continue after you’re no longer involved?  If so, you owe it to them to ensure an orderly transition to the next generation of managers and owners.

•         How are you mentoring the next generation?

•         Accountants can crunch numbers and work out the tax issues; attorneys can make sure your plan passes muster with the law; but, who will help you get ready to go see them? Who will listen to you and help you articulate the vision and mission that reflect your values and priorities?

 Someone needs to be your ally to pull your team of advisors together so that you can finish strong.

In Corporate Education – Vision for More Financially Sound Employees

•         If you were able to help your employees achieve greater stability and plan their vision for the future, what would be the benefits to your employees, your company, your community?

•         We don’t want you as an employer, to wonder whether we are going to sell products to your employees…the last thing you need is an employee complaint over a product sold by an “educator” who is now long gone…So, we offer a program to you that includes:

  1. A motivational talk to your staff as a whole to encourage buy-in to the program.
  2. Six, one-and-a-half hour classes addressing various financial planning and personal organizational topics.
  3. Based on the number of employees (and spouses) taking the class, “x” days in which those who take the class can sign up for a one-on-one, one-hour consultation with the teacher.

•         If, over time, you can create change in 20 percent of your staff, we believe you can facilitate a “cultural change” in your company.

 

As a Couple or Individual – Vision to Discover Well-th in your Life

•       We help people work on various aspects of their personal and professional lives, to include:

  1. Retirement Planning
  2. College Funding
  3. Insurance and Risk Management
  4. Budget/Cash Flow
  5. Investment Advise

•       Partner with your attorney to establish an Estate Plan

•       Partner with your tax advisor so that you plan incorporates wise tax counsel.

•       We take clients through a process of Discovery to clarify goals and then identify resources to   support those goals.  We help clients develop an action plan and timeline for action plan items. 

•       Most people can do it on their own, but because of busy lives and distractions…most do not without help.

•       As life events occur we work with clients to re-establish new goals or realign time and resources as appropriate.

 

 Loss of a Spouse – Vision for a Better Tomorrow

•         During a very difficult time in widows’ lives, we act as an advocate on their behalf to coordinate benefits due them as a result of  their spouses passing, to include:

  1. Life Insurance benefits
  2. Investment Accounts
  3. Company Retirement Plans
  4. IRA’s
  5. Social Security
  6. Health Benefits

•         As widows transition into the next phase of their lives, we act as a confidant to them.  They need someone to share ideas and help bring perspective to life events so they can continue to make sound decisions.

 

When in group meetings we hear people say that they thought they were “our only client!”  We believe we're building long-term valuable relationships.