Proactive wealth planning across the generations
The life of a wealthy family is punctuated by financial and personal milestones. Your first major real estate investment. A liquidity event that rewards your hard work. The birth of a grandchild that leads you to think longer term. These transitions require a team who can help provide you with the confidence you’ve been looking for.
The Buetel Wealth Management Group builds lasting relationships with the families we serve, taking the time to understand their most important priorities for today, tomorrow and the generations to come. We are passionate about learning who you are so that we can coordinate your entire financial situation in a way that reflects your values.
Welcome to Wealth, Health, and Other Things You Should Know!
On this podcast series, we’ll be addressing a variety of financial challenges and misconceptions that are facing so many people in today’s day and age. Listen as Brian and Cameron Buetel tap into their numerous years of experience in the financial services sector to provide unique strategies and solutions to address these financial issues.
At the end of the day, it’s about proactive wealth planning across the various generations of your family. Let’s put you and your loved ones on a path to living a life of significance!
Welcome to the inaugural episode of Wealth, Health, and Other Things You Should Know!
To kick things off on this series, we want to identify one of the biggest issues facing affluent families and business owners in today’s world. There are too many people without a proper wealth management planning process and it’s leaving a massively negative impact on their financial well-being.
Life isn’t getting easier. In fact, it’s getting more complex.
Join us for a great conversation that highlights the importance of incorporating a wealth management planning process into your life and how it can set you up for personal and financial success!
0:06 – Introduction and overview on the show
1:30 – The big problem facing so many people these days
2:20 – Why not having a wealth management planning process is such an issue
4:22 – The ripple effect of not having a wealth management planning process
6:07 – How this can impact your business specifically
7:36 – How life could be so much better if you incorporated a proven process into your world
10:12 – Who is Brian Buetel?
15:24 – What does a true wealth management process look like?
17:48 – Advanced planning and where this comes into play
19:25 – Advice on how you can begin implementing a wealth management process
22:40 – Examples of people Brian has worked with and implemented this process for
26:30 – How you can get in touch with Brian and his team
28:27 – Closing remarks
Connect with Brian and Cameron Buetel: