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Important Disclaimer
(General/main)
You agree with Boeckermann, Grafstrom & Mayer Wealth Management ("we","our", "us," as the case may be) as follows: Our Web Site (the “Site”) was designed to help our advisory clients view information ...
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Our Process
(General/About)
... and to see if they like us. In all cases, both parties need to agree to establishing a long-term working relationship, as we will be discussing very personal aspects of their life, their dreams and their ...
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Multiple Retirement Options
(General/Articles)
... that many do not think about is part-time work. Over the last 15 years the push has been to retire in your mid-50s and do nothing. I disagree with that simply because most of the successful people I know ...
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Why BGM Wealth
(General/About)
... references their portfolio against agreed upon market benchmarks and their personal asset allocation. We also provide a quarterly economic analysis with our insights on the economy and its effects on ...
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Keeping The Family Cabin In The Family
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... with clients is transferring the cabin into a Limited Liability Company (LLC). There are many reasons for this but for this discussion the important one is the operating agreement. Just like if this ...
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Welcome
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... things to different people. All of our clients agree that it is far more than just a return-on-investment. They know that money only adds to life when it helps you achieve your vision and create the ...
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The 4% Solution
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... with the details, but if you do not want to spend down principal, most financial planners agree that a 4% withdrawal rate, indexed for inflation, allows for a steady income that can last for 30 years of ...