Financial Strategies Advisory

Welcome to Prepared Retirement Institute, a dedicated team of savvy financial professionals who are committed to continuous learning and providing a tremendous value to our clients. Our mission is to pass on what we've learned from experience and our education to people that are looking to make the smartest decisions with their money.

Our team of experts, including Andy Dziedzic MBA, Jamie Shoup CFP, and Mark Vandenburg Jr. CFP, M.S., CTFA, is ready to guide you with a high level of personal service, financial empowerment, education, and lasting value. We are committed to helping you solve the complexities of wealth management using a simple and innovative process.

Our Philosophy

Our philosophy revolves around Comprehensive Wealth Management, a holistic approach that empowers our clients to take control of financial complexities. We understand that no two clients are alike, and we recognize this diversity. Our team of experienced financial professionals takes the time to understand your dreams, goals, and concerns, crafting customized strategies that resonate with your unique situation.

We embrace a comprehensive approach, encompassing investment strategies, tax optimization, estate planning, risk management, and more. This holistic perspective ensures every facet of your financial life is reviewed.

Our Services

At Prepared Retirement Institute, we offer a wide range of services to help you prepare for your financial future. These include:

• Investment Strategies: We will work with you to develop an investment strategy that aligns with your goals and risk tolerance.
• Tax Optimization: Our team will help you navigate the complex world of taxes and ensure you are taking advantage of all available deductions and credits.
• Estate Planning: We will help you plan for the distribution of your assets after your death, ensuring that your wishes are carried out and minimizing taxes and legal fees.
• Risk Management: Our experts will help you identify potential risks and develop strategies to mitigate them.

Who We Serve

At Prepared Retirement Institute, we serve a variety of clients, including:

• The Widowed Community: We understand the unique challenges that come with losing a spouse and are here to help you navigate your financial future.
• Business Owners: Whether you are looking to sell your business, plan for retirement, or manage your company's finances, we are here to help.
• High Net Worth Individuals & Families: We offer comprehensive wealth management services tailored to your specific needs and goals.

Resources

In addition to our services, we also offer a variety of resources to help you stay informed about the latest developments in the financial world. These include:

• Blog: Our blog features articles on a wide range of financial topics, from investment strategies to tax planning.
• Podcast: Tune in to our podcast for in-depth discussions on various financial topics.
• Careers: If you are interested in joining our team, visit our careers page to learn more about available positions.

At Prepared Retirement Institute, we are dedicated to helping you prepare for your financial future. Contact us today to learn more about how we can help you.