wheatley.trekfinancial.comwheatley.trekfinancial.com – Helping you navigate today's complex financial landscape.

Services 401(k) Plan Consulting Insurance Planning Resources Clients Menu Home About Services 401(k) Plan Consulting Insurance Planning Resources Clients Contact Us TRANSITION Retire with Confidence Contact Us Learn More NAVIGATE Today’s complex financial landscape Contact Us Learn More Prepare for the future you want to see. WE CAN HELP Contact Us Learn More We take the time to get to know our clients, so that we can effectively unite their financial outlook with their goals and financial aspirations. Understanding your financial goals starts with a conversation. Before anything else, we start a conversation that is focused on you . We strive to understand your past, present and future. By asking questions beyond your finances, we can begin to understand how you want to live and where you want to be in the future. Then we can begin to develop a comprehensive, cohesive financial strategy that is unique and helps meet both short-term and long-term objectives. DISCOVER We gain additional insight through our fact-find questionnaire. This questionnaire will give us a snapshot of current financial picture as well as your future financial goals. DEVELOP With data and insights in hand, we can begin to build a trail map for pursuing your financial goals. We work closely with you to assure that the plan is tailored to your unique outlook. REVIEW We stay in constant communication with our clients, providing ongoing advice to help adjust your plan when changes must be made. We are always available, and remain proactive. Meet Denis and Simon Wheatley Our firm works to ensure that you receive objective advice that fits your particular needs and situation. This approach also means that we are here for you, ready to offer ongoing financial expertise whenever you need it. Learn More What We Do Wealth doesn’t just happen. It is grown with hard work and determination. You probably have goals for your future – stable retirement, second home, family legacy – and getting to those goals is important not just for you, but for your family. Our services cover all areas of financial management, from investment and retirement planning to risk management and estate conservation. We have the knowledge, experience and tools to help you regardless of what your goals may be. Learn More Retirement Planning There is no better time than the present to gain control of your financial future. Whether you are prepared to retire early or need to develop a more extensive financial plan, we can help. Financial Planning A comprehensive financial plan is the tool you will need to help navigate the future. It will be customized, monitored, and adjusted for new life change and unforeseen challenges. BusinessPlanning From start-up, through growth, and into your exit and transition, we will be there with you every step of the way. Employee Retirement Plans A comprehensive financial plan is the tool you will need to help navigate the future. It will be customized, monitored, and adjusted for new life change and unforeseen challenges. 5-Minute Risk Analysis We believe that investors should have knowledge in hand. This no-cost* risk evaluation will help you to better analyze your feelings about risk and market fluctuations, and to see if it may be time to re-align yourself with your financial goals. This evaluation will cover topics such as portfolio size, top financial goals, and what you’re willing or not willing to risk for potential gains. Then we will pin-point your exact Risk Number to help guide us through the portfolio adjustment process. Aligning Your Portfolio: After discovering your Risk Number, we will craft a portfolio that aligns with your personal preferences and priorities, allowing you to feel comfortable that your risk is now truly aligned with your investments and expectations. Meet Your Retirement Goals: We will also review your progress toward your financial goals by building a Retirement Map. When we are finished, you will gain a better understanding of what we can do to help to potentially increase your probability of success. Start Analysis * We do not charge you for this evaluation and there is no obligation for you to work with us or for you to sign up for any other systems we provide because you have completed this assessment. Contact Simonw@TrekFinancial.com Tel: (707) 538-2126 Fax: (866) 436-7672 Office 4737 Stonehedge Drive Santa Rosa, CA 95405 SEC Check | Disclaimer | Privacy Policy | Terms of Service | Business Continuity | ADV | Form CRS Investment advisory services are offered through Trek Financial, LLC., an SEC Registered Investment Adviser.Trek Financial, LLC., and Innovative Retirement Advisors, Inc., are independently owned and operated. Information presented is for educational purposes only. It should not be considered specific investment advice, does not take into consideration your specific situation, and does not intend to make an offer or solicitation for the sale or purchase of any securities or investment strategies. Investments involve risk and are not guaranteed. Be sure to consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Trek 18-79 Exp. 05/22 Copyright © 2021 Trek Financial. All Rights...