{"id":27,"date":"2023-12-27T19:33:09","date_gmt":"2023-12-27T19:33:09","guid":{"rendered":"https:\/\/twerdunwealth.com\/?page_id=27"},"modified":"2024-02-01T20:29:26","modified_gmt":"2024-02-01T20:29:26","slug":"home","status":"publish","type":"page","link":"https:\/\/twerdunwealth.com\/","title":{"rendered":"Home"},"content":{"rendered":"

[et_pb_section fb_built=”1″ _builder_version=”4.23.3″ _module_preset=”default” background_video_mp4=”https:\/\/twerdunwealth.com\/wp-content\/uploads\/2024\/01\/hero.mp4″ global_colors_info=”{}”][et_pb_row _builder_version=”4.23.3″ _module_preset=”default” custom_margin=”200px|auto|200px|auto|false|false” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.23.3″ _module_preset=”default” background_color=”rgba(255,255,255,0.32)” custom_padding=”25px|25px|25px|25px|false|false” animation_style=”slide” animation_direction=”left” border_radii=”on|25px|25px|25px|25px” global_colors_info=”{}”][et_pb_text _builder_version=”4.22.2″ _module_preset=”default” header_font=”||||||||” header_text_color=”#FFFFFF” header_font_size=”45px” custom_margin=”||6px|||” global_colors_info=”{}”]<\/p>\n

We Provide Holistic Wealth Management<\/span><\/h1>\n

[\/et_pb_text][et_pb_text _builder_version=”4.23.3″ _module_preset=”default” header_4_font=”|||on|||||” header_4_text_color=”#C5B8A5″ global_colors_info=”{}”]<\/p>\n

to help clients achieve their goals<\/span><\/h4>\n

[\/et_pb_text][et_pb_button button_text=”Contact Us” button_alignment=”center” _builder_version=”4.23.3″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_button][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ _builder_version=”4.16″ _module_preset=”default” custom_margin=”100px||75px||false|false” custom_padding=”0px||31px|||” global_colors_info=”{}”][et_pb_row use_custom_gutter=”on” gutter_width=”2″ _builder_version=”4.23.3″ width=”100%” module_alignment=”center” custom_margin=”|||” custom_padding=”27px|||||” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ background_color_gradient_direction=”35deg” custom_padding=”|60px||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text _builder_version=”4.22.2″ text_font=”||||||||” header_font=”||||||||” header_text_align=”left” header_text_color=”#2b2b2b” header_line_height=”1.3em” header_2_font=”|700|||||||” header_2_text_align=”left” header_2_text_color=”#2b2b2b” header_2_font_size=”42px” header_2_line_height=”1.5em” text_orientation=”center” module_alignment=”center” custom_margin=”||10px|” global_colors_info=”{}”]<\/p>\n

Twerdun Wealth Management<\/h2>\n

[\/et_pb_text][et_pb_divider color=”#C5B8A5″ divider_weight=”4px” disabled_on=”on|on|off” _builder_version=”4.22.2″ width=”30%” max_width=”100px” module_alignment=”left” height=”10px” custom_margin=”||20px|” animation_style=”slide” animation_direction=”bottom” saved_tabs=”all” locked=”off” global_colors_info=”{}”][\/et_pb_divider][et_pb_text _builder_version=”4.22.2″ text_font=”||||||||” text_text_color=”#606060″ text_font_size=”18px” text_line_height=”1.9em” header_font=”||||||||” header_2_font=”||||||||” module_alignment=”center” custom_margin=”||30px|” global_colors_info=”{}”]<\/p>\n

At Twerdun Wealth Management, we are committed to maintaining the highest standard of integrity and professionalism in our relationship with you, our client. We will strive to get to know and understand your financial situation and provide you with expert advice to realize your goals.<\/p>\n

[\/et_pb_text][et_pb_text _builder_version=”4.22.2″ text_font=”||||||||” text_text_color=”#606060″ text_font_size=”18px” text_line_height=”1.9em” header_font=”||||||||” header_2_font=”||||||||” module_alignment=”center” custom_margin=”||4px|||” global_colors_info=”{}”]<\/p>\n

Building Success with Loyalty and Trust<\/h2>\n

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Twerdun Wealth Management<\/h1>\n

[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ _builder_version=”4.22.2″ _module_preset=”default” background_color=”#ffffff” use_background_color_gradient=”on” background_color_gradient_stops=”#003768 0%|#003768 30%|#ffffff 30%” background_color_gradient_start=”#2f5d7d” background_color_gradient_start_position=”30%” background_color_gradient_end=”#ffffff” background_color_gradient_end_position=”0%” custom_margin=”-150px||||false|false” custom_padding=”||||false|false” global_colors_info=”{}”][et_pb_row column_structure=”1_3,1_3,1_3″ make_equal=”on” _builder_version=”4.16″ _module_preset=”default” width=”85%” max_width=”1240px” custom_margin=”||||false|false” custom_padding=”0px||||false|false” global_colors_info=”{}”][et_pb_column type=”1_3″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_image src=”https:\/\/twerdunwealth.com\/wp-content\/uploads\/2024\/02\/Untitled-design-1.jpg” title_text=”Untitled design” url=”\/financial-advice-for-business-owners\/” align=”center” _builder_version=”4.23.3″ _module_preset=”default” transform_scale_last_edited=”off|desktop” transform_translate_last_edited=”off|desktop” transform_rotate_last_edited=”off|desktop” transform_skew_last_edited=”off|desktop” transform_origin_last_edited=”off|desktop” transform_styles_last_edited=”off|desktop” hover_enabled=”0″ border_radii=”off||||” border_color_all=”#bababa” global_colors_info=”{}” transform_styles__hover_enabled=”on|hover” transform_scale__hover_enabled=”on|hover” transform_translate__hover_enabled=”on|desktop” transform_rotate__hover_enabled=”on|desktop” transform_skew__hover_enabled=”on|desktop” transform_origin__hover_enabled=”on|desktop” transform_scale__hover=”105%|105%” sticky_enabled=”0″][\/et_pb_image][et_pb_text _builder_version=”4.16″ _module_preset=”default” text_font_size=”18px” header_2_font=”|||on|||||” header_2_text_color=”#1176bc” text_orientation=”center” text_text_color_tablet=”” text_text_color_phone=”#ffffff” text_text_color_last_edited=”on|phone” header_2_text_color_tablet=”” header_2_text_color_phone=”#ffffff” header_2_text_color_last_edited=”on|phone” global_colors_info=”{}”]<\/p>\n

Business Owners<\/h2>\n

We provide tailored financial strategies for comprehensive wealth planning and effective risk management, safeguarding your assets and investments.<\/p>\n

[\/et_pb_text][et_pb_button button_url=”\/financial-advice-for-business-owners\/” button_text=”Discover More” button_alignment=”center” _builder_version=”4.22.2″ _module_preset=”default” custom_padding=”15px|30px|15px|30px|false|false” global_colors_info=”{}” button_bg_color__hover_enabled=”on|hover” button_bg_color__hover=”#1176bc” button_bg_enable_color__hover=”on” button_text_color__hover_enabled=”on|hover” button_text_color__hover=”#ffffff” button_border_color__hover_enabled=”on|hover” button_border_color__hover=”#aadad6″][\/et_pb_button][\/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_image src=”https:\/\/twerdunwealth.com\/wp-content\/uploads\/2024\/01\/Untitled-design.jpg” title_text=”Untitled design” url=”\/financial-advice-for-incorporated-professionals\/” align=”center” _builder_version=”4.23.3″ _module_preset=”default” transform_scale_last_edited=”off|desktop” transform_translate_last_edited=”off|desktop” transform_rotate_last_edited=”off|desktop” transform_skew_last_edited=”off|desktop” transform_origin_last_edited=”off|desktop” border_radii=”off||||” border_color_all=”#bababa” global_colors_info=”{}” transform_styles__hover_enabled=”on|hover” transform_scale__hover=”105%|105%” transform_scale__hover_enabled=”on|hover” transform_translate__hover_enabled=”on|desktop” transform_rotate__hover_enabled=”on|desktop” transform_skew__hover_enabled=”on|desktop” transform_origin__hover_enabled=”on|desktop”][\/et_pb_image][et_pb_text _builder_version=”4.22.2″ _module_preset=”default” text_font_size=”18px” header_2_font=”|||on|||||” header_2_text_color=”#1176bc” text_orientation=”center” global_colors_info=”{}”]<\/p>\n

Farmers<\/h2>\n

We specialize in helping farmers with succession planning, ensuring smooth transitions for the next generation or retirement after farm sales.<\/p>\n

[\/et_pb_text][et_pb_button button_url=”\/financial-advice-for-incorporated-professionals\/” button_text=”Discover More” button_alignment=”center” _builder_version=”4.22.2″ _module_preset=”default” custom_padding=”15px|30px|15px|30px|false|false” global_colors_info=”{}” button_text_color__hover=”#ffffff” button_text_color__hover_enabled=”on|hover” button_bg_color__hover=”#1176bc” button_bg_color__hover_enabled=”on|hover” button_border_color__hover=”#aadad6″ button_border_color__hover_enabled=”on|hover”][\/et_pb_button][\/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_image src=”https:\/\/twerdunwealth.com\/wp-content\/uploads\/2023\/12\/Untitled-design-4.jpg” title_text=”Untitled design” url=”\/financial-advice\/” align=”center” _builder_version=”4.22.2″ _module_preset=”default” transform_scale_last_edited=”off|desktop” transform_translate_last_edited=”off|desktop” transform_rotate_last_edited=”off|desktop” transform_skew_last_edited=”off|desktop” transform_origin_last_edited=”off|desktop” border_radii=”off||||” border_color_all=”#bababa” global_colors_info=”{}” transform_styles__hover_enabled=”on|hover” transform_scale__hover=”105%|105%” transform_scale__hover_enabled=”on|hover” transform_translate__hover_enabled=”on|desktop” transform_rotate__hover_enabled=”on|desktop” transform_skew__hover_enabled=”on|desktop” transform_origin__hover_enabled=”on|desktop”][\/et_pb_image][et_pb_text _builder_version=”4.16″ _module_preset=”default” text_font_size=”18px” header_2_font=”|||on|||||” header_2_text_color=”#1176bc” text_orientation=”center” global_colors_info=”{}”]<\/p>\n

Families<\/h2>\n

At any life stage, we provide expert financial guidance, helping you navigate through your personal financial journey with confidence and ease.<\/p>\n

[\/et_pb_text][et_pb_button button_url=”\/financial-advice\/” button_text=”Discover more” button_alignment=”center” _builder_version=”4.22.2″ _module_preset=”default” custom_padding=”15px|30px|15px|30px|false|false” global_colors_info=”{}” button_text_color__hover=”#ffffff” button_text_color__hover_enabled=”on|hover” button_bg_color__hover=”#1176bc” button_bg_color__hover_enabled=”on|hover” button_border_color__hover=”#aadad6″ button_border_color__hover_enabled=”on|hover”][\/et_pb_button][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ _builder_version=”4.22.2″ _module_preset=”default” background_color=”#003768″ background_enable_image=”off” background_size=”contain” background_repeat=”repeat-x” custom_margin=”75px||75px||false|false” custom_padding=”24px||24px||true|” global_colors_info=”{}”][et_pb_row column_structure=”2_3,1_3″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”2_3″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.16″ _module_preset=”default” header_2_text_color=”#ffffff” header_2_font_size=”34px” header_4_text_color=”#b5b5b5″ header_4_font_size=”24px” global_colors_info=”{}”]<\/p>\n

Start securing your future today – let us guide your insurance and financial planning needs!<\/h2>\n

[\/et_pb_text][\/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_button button_url=”\/contact” url_new_window=”on” button_text=”Contact” button_alignment=”center” _builder_version=”4.16″ _module_preset=”default” custom_button=”on” button_text_color=”#ffffff” button_bg_color=”rgba(0,0,0,0)” button_border_color=”#ffffff” button_font=”|||on|||||” button_use_icon=”off” custom_margin=”10px||||false|false” custom_padding=”15px|30px|15px|30px|false|false” global_colors_info=”{}” button_text_color__hover_enabled=”on|hover” button_text_color__hover=”#ffffff” button_border_color__hover_enabled=”on|hover” button_border_color__hover=”#aadad6″ button_bg_color__hover_enabled=”on|hover” button_bg_color__hover=”#1176bc” button_bg_enable_color__hover=”on”][\/et_pb_button][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ disabled_on=”on|on|on” admin_label=”Visiting” _builder_version=”4.16″ disabled=”on” global_colors_info=”{}”][et_pb_row column_structure=”1_3,2_3″ _builder_version=”4.23.3″ module_alignment=”center” custom_margin=”|||” custom_padding=”27px|||||” global_colors_info=”{}”][et_pb_column type=”1_3″ _builder_version=”4.22.2″ use_background_color_gradient=”on” background_color_gradient_direction=”115deg” background_color_gradient_stops=”#003768 0%|#003768 100%” background_color_gradient_start=”#6296bc” background_color_gradient_end=”#1176bc” custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_image src=”https:\/\/twerdunwealth.com\/wp-content\/uploads\/2023\/12\/About-2.png” title_text=”About (2)” align=”center” _builder_version=”4.16″ custom_margin=”-40px|40px|40px|-40px” custom_padding=”|||” animation_style=”zoom” animation_direction=”right” animation_intensity_zoom=”6%” animation_starting_opacity=”100%” box_shadow_style=”preset3″ box_shadow_horizontal=”13px” box_shadow_vertical=”42px” box_shadow_blur=”45px” box_shadow_spread=”-3px” box_shadow_color=”rgba(0,0,0,0.1)” always_center_on_mobile=”off” global_colors_info=”{}”][\/et_pb_image][\/et_pb_column][et_pb_column type=”2_3″ _builder_version=”4.16″ background_color_gradient_direction=”35deg” custom_padding=”|60px||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text _builder_version=”4.16″ text_font=”||||||||” header_font=”||||||||” header_text_align=”left” header_text_color=”#2b2b2b” header_line_height=”1.3em” header_2_font=”|700|||||||” header_2_text_align=”left” header_2_text_color=”#2b2b2b” header_2_font_size=”42px” header_2_line_height=”1.5em” text_orientation=”center” module_alignment=”center” custom_margin=”||10px|” global_colors_info=”{}”]<\/p>\n

Our Process<\/h2>\n

[\/et_pb_text][et_pb_divider divider_weight=”4px” disabled_on=”on|on|off” _builder_version=”4.22.2″ width=”30%” max_width=”100px” module_alignment=”left” height=”10px” custom_margin=”||20px|” animation_style=”slide” animation_direction=”bottom” saved_tabs=”all” locked=”off” global_colors_info=”{}”][\/et_pb_divider][et_pb_text _builder_version=”4.23.3″ text_font=”||||||||” text_text_color=”#000000″ text_font_size=”18px” text_line_height=”1.9em” header_font=”||||||||” header_2_font=”||||||||” header_4_font=”|600||on|||||” header_4_text_color=”#003768″ header_4_font_size=”24px” module_alignment=”center” custom_margin=”||30px|” border_width_all=”0px” global_colors_info=”{}”]<\/p>\n

1. Discovery & Goal Setting<\/h4>\n
    \n
  • Conduct an initial in-depth meeting to discuss the client’s key goals and objectives for investments and risk management.<\/li>\n
  • Gather all necessary financial data and perform client discovery to determine what is most important to the client.<\/li>\n<\/ul>\n

    [\/et_pb_text][et_pb_text _builder_version=”4.23.3″ text_font=”||||||||” text_text_color=”#000000″ text_font_size=”18px” text_line_height=”1.9em” header_font=”||||||||” header_2_font=”||||||||” header_4_font=”|600||on|||||” header_4_text_color=”#003768″ header_4_font_size=”24px” module_alignment=”center” custom_margin=”||30px|” border_width_all=”0px” global_colors_info=”{}”]<\/p>\n

    2. Plan Development & Execution<\/h4>\n
      \n
    • Develop a personalized financial plan based on the client\u2019s goals and the data gathered, including proposing insurance and investment strategies.<\/li>\n
    • Address risk management tailored to client needs, confirm the commitment to work together, and execute the financial plan.<\/li>\n
    • Set up investment accounts and initiate insurance policies as needed.<\/li>\n<\/ul>\n

      [\/et_pb_text][et_pb_text _builder_version=”4.23.3″ text_font=”||||||||” text_text_color=”#000000″ text_font_size=”18px” text_line_height=”1.9em” header_font=”||||||||” header_2_font=”||||||||” header_4_font=”|600||on|||||” header_4_text_color=”#003768″ header_4_font_size=”24px” module_alignment=”center” custom_margin=”||30px|” border_width_all=”0px” global_colors_info=”{}”]<\/p>\n

      3. Ongoing Review & Adjustment<\/h4>\n
        \n
      • Schedule regular review meetings to assess the progress of the plan.<\/li>\n
      • Make adjustments to the plan as necessary, based on the client\u2019s changing needs and market conditions, with the timing and frequency of meetings tailored to individual preferences.<\/li>\n<\/ul>\n

        [\/et_pb_text][et_pb_button button_url=”\/about” button_text=”About Us” button_alignment=”left” _builder_version=”4.22.2″ _module_preset=”default” custom_margin_tablet=”” custom_margin_phone=”||25px||false|false” custom_margin_last_edited=”on|phone” custom_padding=”15px|30px|15px|30px|false|false” global_colors_info=”{}” button_bg_color__hover_enabled=”on|hover” button_bg_color__hover=”#1176bc” button_bg_enable_color__hover=”on” button_text_color__hover_enabled=”on|hover” button_text_color__hover=”#ffffff” button_border_color__hover_enabled=”on|hover” button_border_color__hover=”#aadad6″][\/et_pb_button][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ disabled_on=”off|off|off” admin_label=”Visiting” _builder_version=”4.16″ global_colors_info=”{}”][et_pb_row column_structure=”2_5,3_5″ _builder_version=”4.23.3″ module_alignment=”center” custom_margin=”|||” custom_padding=”27px|||||” global_colors_info=”{}”][et_pb_column type=”2_5″ _builder_version=”4.22.2″ use_background_color_gradient=”on” background_color_gradient_direction=”115deg” background_color_gradient_stops=”#003768 0%|#003768 100%” background_color_gradient_start=”#6296bc” background_color_gradient_end=”#1176bc” custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_image src=”https:\/\/twerdunwealth.com\/wp-content\/uploads\/2023\/12\/Untitled-design.png” title_text=”Untitled design” align=”center” _builder_version=”4.23.3″ custom_margin=”-40px|40px|40px|-40px” custom_padding=”|||” animation_style=”zoom” animation_direction=”right” animation_intensity_zoom=”6%” animation_starting_opacity=”100%” box_shadow_style=”preset3″ box_shadow_horizontal=”13px” box_shadow_vertical=”42px” box_shadow_blur=”45px” box_shadow_spread=”-3px” box_shadow_color=”rgba(0,0,0,0.1)” always_center_on_mobile=”off” global_colors_info=”{}”][\/et_pb_image][\/et_pb_column][et_pb_column type=”3_5″ _builder_version=”4.16″ background_color_gradient_direction=”35deg” custom_padding=”|60px||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text _builder_version=”4.16″ text_font=”||||||||” header_font=”||||||||” header_text_align=”left” header_text_color=”#2b2b2b” header_line_height=”1.3em” header_2_font=”|700|||||||” header_2_text_align=”left” header_2_text_color=”#2b2b2b” header_2_font_size=”42px” header_2_line_height=”1.5em” text_orientation=”center” module_alignment=”center” custom_margin=”||10px|” global_colors_info=”{}”]<\/p>\n

        Our Process<\/h2>\n

        [\/et_pb_text][et_pb_divider divider_weight=”4px” disabled_on=”on|on|off” _builder_version=”4.22.2″ width=”30%” max_width=”100px” module_alignment=”left” height=”10px” custom_margin=”||20px|” animation_style=”slide” animation_direction=”bottom” saved_tabs=”all” locked=”off” global_colors_info=”{}”][\/et_pb_divider][et_pb_accordion _builder_version=”4.23.3″ _module_preset=”default” global_colors_info=”{}”][et_pb_accordion_item title=”1. DISCOVERY & GOAL SETTING” open=”on” open_toggle_text_color=”#004A8D” icon_color=”#003768″ toggle_icon=”;||divi||400″ _builder_version=”4.23.3″ _module_preset=”default” global_colors_info=”{}” toggle_text_color=”#003768″ toggle_level=”h4″ toggle_font=”|600|||||||” toggle_font_size=”22px”]<\/p>\n

          \n
        • Conduct an initial in-depth meeting to discuss the client’s key goals and objectives for investments and risk management.<\/li>\n
        • Gather all necessary financial data and perform client discovery to determine what is most important to the client.<\/li>\n<\/ul>\n

          [\/et_pb_accordion_item][et_pb_accordion_item title=”2. PLAN DEVELOPMENT & EXECUTION” open_toggle_text_color=”#004A8D” icon_color=”#003768″ toggle_icon=”;||divi||400″ _builder_version=”4.23.3″ _module_preset=”default” global_colors_info=”{}” toggle_text_color=”#003768″ toggle_level=”h4″ toggle_font=”|600|||||||” toggle_font_size=”22px” open=”off”]<\/p>\n

            \n
          • Develop a personalized financial plan based on the client\u2019s goals and the data gathered, including proposing insurance and investment strategies.<\/li>\n
          • Address risk management tailored to client needs, confirm the commitment to work together, and execute the financial plan.<\/li>\n
          • Set up investment accounts and initiate insurance policies as needed.<\/li>\n<\/ul>\n

            [\/et_pb_accordion_item][et_pb_accordion_item title=”3. ONGOING REVIEW & ADJUSTMENT” open_toggle_text_color=”#004A8D” icon_color=”#003768″ toggle_icon=”;||divi||400″ _builder_version=”4.23.3″ _module_preset=”default” global_colors_info=”{}” toggle_text_color=”#003768″ toggle_level=”h4″ toggle_font=”|600|||||||” toggle_font_size=”22px” open=”off”]<\/p>\n

              \n
            • Schedule regular review meetings to assess the progress of the plan.<\/li>\n
            • Make adjustments to the plan as necessary, based on the client\u2019s changing needs and market conditions, with the timing and frequency of meetings tailored to individual preferences.<\/li>\n<\/ul>\n

              [\/et_pb_accordion_item][\/et_pb_accordion][et_pb_button button_url=”\/about” button_text=”About Us” button_alignment=”left” _builder_version=”4.22.2″ _module_preset=”default” custom_margin_tablet=”” custom_margin_phone=”||25px||false|false” custom_margin_last_edited=”on|phone” custom_padding=”15px|30px|15px|30px|false|false” global_colors_info=”{}” button_bg_color__hover_enabled=”on|hover” button_bg_color__hover=”#1176bc” button_bg_enable_color__hover=”on” button_text_color__hover_enabled=”on|hover” button_text_color__hover=”#ffffff” button_border_color__hover_enabled=”on|hover” button_border_color__hover=”#aadad6″][\/et_pb_button][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ disabled_on=”on|on|on” _builder_version=”4.16″ disabled=”on” global_colors_info=”{}”][et_pb_row _builder_version=”4.22.2″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.22.2″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.22.2″ _module_preset=”default” header_font_size=”45px” global_colors_info=”{}”]<\/p>\n

              Our Process<\/h1>\n

              [\/et_pb_text][et_pb_divider divider_weight=”4px” disabled_on=”on|on|off” _builder_version=”4.22.2″ width=”30%” max_width=”100px” module_alignment=”center” height=”10px” custom_margin=”||20px|” animation_style=”slide” animation_direction=”bottom” saved_tabs=”all” locked=”off” global_colors_info=”{}”][\/et_pb_divider][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=”1_5,1_5,1_5,1_5,1_5″ use_custom_gutter=”on” gutter_width=”2″ make_equal=”on” _builder_version=”4.22.2″ _module_preset=”default” width=”100%” max_width=”1300px” animation_style=”slide” animation_direction=”bottom” global_colors_info=”{}”][et_pb_column type=”1_5″ _builder_version=”4.22.2″ _module_preset=”default” global_colors_info=”{}”][et_pb_toggle title=”1. INITIAL DISCOVERY MEETING” open_toggle_text_color=”#003768″ icon_color=”#004A8D” toggle_icon=”;||divi||400″ open_icon_color=”#003768″ open_toggle_icon=”:||divi||400″ _builder_version=”4.22.2″ _module_preset=”default” title_text_color=”#000000″ body_text_color=”#000000″ border_color_all=”#003768″ global_colors_info=”{}”]<\/p>\n

                \n
              • In-depth discussion of key goals and objectives for investments and risk management.<\/span><\/li>\n
              • Gathering of all necessary financial data and client discovery.<\/span><\/li>\n
              • Determining what is most important to the client.<\/span><\/li>\n<\/ul>\n

                [\/et_pb_toggle][\/et_pb_column][et_pb_column type=”1_5″ _builder_version=”4.22.2″ _module_preset=”default” global_colors_info=”{}”][et_pb_toggle title=”2. KEY GOALS & DATA GATHERING” open_toggle_text_color=”#003768″ icon_color=”#004A8D” toggle_icon=”;||divi||400″ open_icon_color=”#003768″ open_toggle_icon=”:||divi||400″ _builder_version=”4.22.2″ _module_preset=”default” title_text_color=”#000000″ body_text_color=”#000000″ border_color_all=”#003768″ global_colors_info=”{}”]<\/p>\n

                  \n
                • In-depth discussion of key goals and objectives for investments and risk management.<\/span><\/li>\n
                • Gathering of all necessary financial data and client discovery.<\/span><\/li>\n
                • Determining what is most important to the client.<\/span><\/li>\n<\/ul>\n

                  [\/et_pb_toggle][\/et_pb_column][et_pb_column type=”1_5″ _builder_version=”4.22.2″ _module_preset=”default” global_colors_info=”{}”][et_pb_toggle title=”3. PLAN CREATION & DEVELOPMENT” open_toggle_text_color=”#003768″ icon_color=”#004A8D” toggle_icon=”;||divi||400″ open_icon_color=”#003768″ open_toggle_icon=”:||divi||400″ _builder_version=”4.22.2″ _module_preset=”default” title_text_color=”#000000″ body_text_color=”#000000″ border_color_all=”#003768″ global_colors_info=”{}”]<\/p>\n

                    \n
                  • Development of a personalized financial plan based on the client’s goals and data gathered.<\/li>\n
                  • Presentation of the proposed insurance and investment strategies.<\/li>\n
                  • Addressing risk management tailored to client needs.<\/li>\n<\/ul>\n

                    [\/et_pb_toggle][\/et_pb_column][et_pb_column type=”1_5″ _builder_version=”4.22.2″ _module_preset=”default” global_colors_info=”{}”][et_pb_toggle title=”4. EXECUTION & GREEN LIGHT MEETING” open_toggle_text_color=”#003768″ icon_color=”#004A8D” toggle_icon=”;||divi||400″ open_icon_color=”#003768″ open_toggle_icon=”:||divi||400″ _builder_version=”4.22.2″ _module_preset=”default” title_text_color=”#000000″ body_text_color=”#000000″ border_color_all=”#003768″ global_colors_info=”{}”]<\/p>\n

                      \n
                    • Confirmation of the commitment to work together.<\/li>\n
                    • Execution of the financial plan.<\/li>\n
                    • Setting up investment accounts and initiating insurance policies as needed.<\/li>\n<\/ul>\n

                      [\/et_pb_toggle][\/et_pb_column][et_pb_column type=”1_5″ _builder_version=”4.22.2″ _module_preset=”default” global_colors_info=”{}”][et_pb_toggle title=”5. ONGOING FOLLOW-UP & REVIEW” open_toggle_text_color=”#003768″ icon_color=”#004A8D” toggle_icon=”;||divi||400″ open_icon_color=”#003768″ open_toggle_icon=”:||divi||400″ _builder_version=”4.22.2″ _module_preset=”default” title_text_color=”#000000″ body_text_color=”#000000″ border_color_all=”#003768″ global_colors_info=”{}”]<\/p>\n

                        \n
                      • Regularly scheduled review meetings to assess the plan’s progress.<\/li>\n
                      • Adjustments to the plan as necessary, based on client\u2019s changing needs and market conditions.<\/li>\n
                      • Timing and frequency of meetings based on your individual needs and preferences.<\/li>\n<\/ul>\n

                        [\/et_pb_toggle][\/et_pb_column][\/et_pb_row][\/et_pb_section]<\/p>\n","protected":false},"excerpt":{"rendered":"

                        We Provide Holistic Wealth Managementto help clients achieve their goalsTwerdun Wealth ManagementAt Twerdun Wealth Management, we are committed to maintaining the highest standard of integrity and professionalism in our relationship with you, our client. We will strive to get to know and understand your financial situation and provide you with expert advice to realize your […]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_et_pb_use_builder":"on","_et_pb_old_content":"","_et_gb_content_width":"","footnotes":""},"_links":{"self":[{"href":"https:\/\/twerdunwealth.com\/wp-json\/wp\/v2\/pages\/27"}],"collection":[{"href":"https:\/\/twerdunwealth.com\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/twerdunwealth.com\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/twerdunwealth.com\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/twerdunwealth.com\/wp-json\/wp\/v2\/comments?post=27"}],"version-history":[{"count":16,"href":"https:\/\/twerdunwealth.com\/wp-json\/wp\/v2\/pages\/27\/revisions"}],"predecessor-version":[{"id":338,"href":"https:\/\/twerdunwealth.com\/wp-json\/wp\/v2\/pages\/27\/revisions\/338"}],"wp:attachment":[{"href":"https:\/\/twerdunwealth.com\/wp-json\/wp\/v2\/media?parent=27"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}