Jeff Stukey & Kirk Ashburn discuss their approach to helping couples create a savings plan that makes sense for a successful future.
Listen to the interview on the Business Innovators Radio Network – https://businessinnovatorsradio.com/interview-with-jeff-stukey-kirk-ashburn-co-founders-of-wealthspan-advisors-discussing-financial-planning-for-couples/
Whether they realize it or not, many investors find themselves unprepared regarding their financial future and well-being. In working with hundreds of financial advisors and clients over the last 20 years, they have found that traditional methods in financial planning are often based on a series of assumptions, specifically when it comes to overall health and longevity. This can have a huge impact on their financial future. Although the exact future cannot be known, having a method to help forecast and plan to prepare for what lies ahead is crucial to reaching retirement goals.
By working directly with scientists specializing in Aging Science, using scientifically verified methods and technology not available at ANY other financial firm, Wealthspan implements and monitors a realistic, personalized retirement plan based on one’s unique genetic composition, longevity, health attributes, and happiness objectives.
With this data, they have a plan that cannot only forecast all expected outcomes on the plan’s objectives but one that can be implemented and monitored to determine that the plan is meeting its objectives and making actual progress towards its expected outcomes. Health and happiness are the most precious commodities that exist. Once health and happiness are lost, it doesn’t matter how much money one has. However, the way they manage money can have a dramatic impact on both their health and happiness. Achieving peace of mind by planning the best way possible to maximize health and happiness in retirement is priceless and certainly can’t be done alone.
Stukey says, “Wealthspan Advisors is a firm that is acutely aware of national and personal trends in health and wealth. We’ve identified and developed the tools needed to maximize your wealthspan. We’re composed of experienced wealth management professionals who have spent over 30 years combined educating advisors and clients about proper wealth planning; and world-renown research scientists in the field of aging that are keeping track of developments in science and medicine and finding ways to utilize that information to help with both your health and wealth planning.”
Get a copy of their book, “Pursuing Wealthspan: How Science is Revolutionizing Wealth Management,” visit: https://www.wealthspanadvisors.com/
Video Link: https://www.youtube.com/embed/dvTk9UvZdqs
About Jeff Stukey & Kirk Ashburn
Jeff has been in the financial services business for over 20 years. Most of his time has been spent in executive-level roles helping train hundreds of financial advisors around the country on how to better plan for and serve their clients. He deeply understands financial planning and the financial products that can be used to create the desired outcome for clients. After watching his parents work hard but struggle financially for most of his childhood and early adult life, Jeff set out to help clients become more educated and get better advice to help them grow and protect their wealth so they could live their best lives. Because of the experience gained over the last 20+ years, Jeff has been able to communicate well with clients, understand what they are trying to accomplish, and help put them in a position to really thrive in and throughout retirement.
Kirk Ashburn is a highly trained professional with more than 15 years of industry experience. He has successfully been involved in helping individuals and families in Illinois and across the country to change the way they save and plan for their future as well as generations to come. Kirk focuses on providing retirement income planning services with the goal of educating clients as to their options for meeting their current financial needs, achieving their long-term financial goals, avoiding common retirement-planning mistakes and enjoying a lifetime of financial freedom. This approach helps his clients have confidence with their financial affairs, now and throughout their retirement.
Investment Advisory Services are offered through Wealthspan Investment Management, LLC, a state-registered investment adviser. The commentary is for informational purposes only and should not be deemed as a solicitation to invest, or increase investments in any Wealthspan Investment Management, LLC products, or affiliated products. The information contained herein is not intended to provide any investment advice or provide the basis for any investment decisions. Please consult a qualified professional before making decisions about your financial situation. Information and commentary provided by Wealthspan Investment Management, LLC are opinions and should not be construed as facts. There can be no guarantee that any of the described objectives can be achieved. Past performance is not a guarantee of future results.