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Staying On Top Of Your Finances

A Long-Term Plan Monitored Regularly

In a fast-changing world, you need to keep a close eye on your financial affairs. At Kellogg Wealth Advisors, our professionals have the expertise to confront this challenge. We have the knowledge and experience to:

  • Align your portfolio with your financial goals and needs
  • Select suitable investments mindful of your risk tolerance
  • Rebalance your portfolio as markets fluctuate
  • Develop a detailed financial plan that can provide you income in retirement
  • Monitor your progress in adhering to your plan
  • Advise on the amount of and type of insurance that is best for you

Although we base our advice on your long-term goals, we are actively monitoring the markets and watching over your money daily. By checking your portfolio’s performance against your financial goals, we focus the management of your financial life on achieving what’s most important to you.

A Process For Achieving Your Goals

You’ll Benefit From A Proven Discipline 

Kellogg provides you a structure toward achieving financial success by establishing a process and committing to following it through:

  • At our initial meeting, we come to know you and understand your concerns, and we begin to collect data about your financial resources.
  • At a second meeting, we drill down in details about your financial situation.
  • Solutions, financial plans and recommendations are presented to you in a third meeting.
  • Depending on your needs, we meet with you quarterly or annually to keep you on track.

Without a comprehensive process and policy for managing your financial affairs, you may not know if you can realistically expect to retire comfortably, support your children’s educational needs, or achieve your other financial goals. A financial plan does not assure you will achieve all your goals. But it does allow you to gauge whether you’re on track and what steps you need to take. And that often provides peace of mind.

Passionate, Personal, And Professional

Helping You Get What You Want Out Of Life

You want a financial advisor who is as passionate about your dreams as you are, someone who will take the time to get to know you—not as just another account but someone who connects with you. At Kellogg, we build long-term relationships by working one-on-one with you to help you discover and define your personal goals, and then we help you devise a plan to make sure you achieve everything you want. You get an experienced professional who understands the financial markets. You can rely on us to provide you with unbiased advice and straightforward answers on questions surrounding:

  • Financial planning
  • Education planning
  • Retirement planning
  • Estate planning

Wealth Management Designed Around You

Your Needs Drive Our Relationship And Advice

Kellogg doesn’t promise quick answers or easy solutions. Instead, we offer a prudent process with a long-term focus that allows you to meet life’s most important goals.

Discovery: In our first meeting, we work together to uncover your true financial needs, goals, concerns, and evaluate your current financial position.

Your financial framework: With a better understanding of where you are and where you want to go, we will design a customized, actionable plan to help you achieve your goals.

Mutual commitment: Once you have had a chance to review your plan, we can answer all of your questions, respond to any concerns, and then decide together how to proceed.

Implementing your plan: If you want, we can take care of the paperwork and get your plan moving forward. Call us at any time for information or if you have questions.

Review: As life changes, so do your goals. To make sure your plan remains in line with your goals we will meet regularly to review your progress and ensure your plan continues to fit your objectives.   

Our Investment Philosophy

Consistency And Constancy

We believe that a disciplined approach is a key to financial success. You can count on us to always:

Focus on the long term: Chasing returns is a formula for disaster.

Manage your risk: Your investments will be diversified across a broad selection of asset classes, giving you a balanced exposure to a variety of different markets.

Maintain diligent oversight: What may have been a good investment a year ago may no longer fit your needs. We monitor every investment, ensuring your portfolio stays on track to meet your goals.

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Kellogg Wealth Advisors Inc. All rights reserved Fax 818.766.8178