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About Us |Our WheelRight™ Process | Values Assessment |
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Our WheelRight™ Process Our proprietary WheelRight™ Process is an innovative tool to help you visualize your investment and estate plans in a holistic manner, as part of your Financial Wheel. It is designed to bring greater clarity to your situation and help you better understand the process and your options. Here's a brief summary of how we analyze your special needs: Mapping the road: We start by working with you to map the road ahead. Where are you now and where are you going? What is your current situation? What are your concerns, your goals, and your dreams? Analyzing the terrain: What does the road ahead look like? What obstacles and challenges might you encounter? Is the road smooth and level or rocky and treacherous? What do you need to meet your objectives and achieve your dreams? Designing your Financial Wheel: What kind of wheel do you need? How strong and sturdy does it need to be? What is it made of? How many spokes does it have? What specific knowledge, strategies, and tactics do you need to employ to feel confident about moving ahead? Constructing your wheel: Do you have everything you need to build the right wheel? Strong wood, sharp tools, carefully crafted components, and flawless assembly are critical. You need a skilled WheelRight to help you. Care and maintenance: Even the best crafted wheel requires maintenance. Periodic checks to assure alignment and soundness of the structure. Peace of mind and a successful journey are the result of ongoing analysis, monitoring, and refinement. Our goal is to be a trusted WheelRight for your journey. You can count on us from day one – to plan your trip, check and monitor your route, map out necessary adjustments as your life situation changes, and celebrate your milestones. Together, we can build the vehicle to help you get you and your family where you want to go. That's The Palmer Experience.
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Respond and learn how financial and insurance products and investment strategies can be used in various planning strategies. This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal or tax advice. Please consult with a professional specializing in these areas regarding the applicability for this information to your situation. 16109 1100310 Investment Advisory Services offered through JBA Senior Solutions located at 2569 W McConnell Rd, Freeport, IL – 815-235-1702.
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